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POET Technologies Inc

7.21

-0.2200-2.96%

盤後：7.220.0100+0.14%19:59 EDT

成交量：627.88萬

成交額：4,565.23萬

市值：12.44億

市盈率：-12.41

高：7.51

開：7.43

低：7.20

收：7.43

52周最高：20.81

52周最低：3.87

股本：1.73億

流通股本：1.72億

量比：0.62

換手率：3.66%

股息：- -

股息率：- -

每股收益(TTM):-0.5811

每股收益(LYR):-0.6800

淨資產收益率：-16.89%

總資產收益率：-7.96%

市淨率：1.47

市盈率(LYR):-10.60

資料載入中...

總覽公司新聞資訊公告

光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期

異動解讀｜POET Technologies盤中下跌8.24%，報8.625美元

異動解讀｜POET Technologies盤中上漲8.02%，Q2業績超預期疊加新訂單催化

POET Technologies 第二季度每股收益為-0.07美元

POET Technologies 發布2026年第二季度財報：營收按年增長112%，連續六個季度實現按月增長

硅基vs碳基、光vs存儲、開源vs閉源--這是高盛頂級科技交易員最關注的10張圖表

华尔街见闻

美股光通信概念股盤中拉升，POET Technologies升逾6%

老虎资讯综合

光通信概念股強勢 Coherent（COHR）漲12.22%、邁威爾科技（MRVL）漲11.43%

美股異動 | 光通信概念股普漲 POET Technologies(POET.US)大漲13%

外媒：美國擬禁止進口中國新型數據中心設備

中国新闻网

POET Technologies 任命 Dr. Bardia Pezeshki 與 Jean F. Rankin 為董事會成員，長期任職董事 Jean-Louis Malinge 辭職

異動解讀｜POET Technologies盤中下跌8.25%，半導體板塊集體重挫拖累光通信個股

光通信板塊下滑明顯 Lumentum（LITE）跌11.69% 康寧業績指引與資本模式引分歧

異動解讀｜POET Technologies盤中下跌8.09%，半導體及光通信板塊延續調整壓力

美股異動 | 光通信概念股普跌，Applied Optoelectronics跌逾8%

異動解讀｜POET Technologies盤中下跌8.06%，報7.695美元

異動解讀｜POET Technologies盤中上漲8.37%，光通信板塊全線上攻受益GPU集群擴容邏輯

光通信概念股全線上攻 Coherent(COHR)漲6.99% 機構指GPU集群規模擴大致通信壓力提升

異動解讀｜POET Technologies盤中下跌8.04%，報7.605美元

美股光通信概念股盤初集體下挫，康寧跌超7%，POET Technologies跌超5%

老虎资讯综合

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08:53","pubTimestamp":1786323186,"startTime":"0","endTime":"0","summary":"Callahan梳理出AI浪潮下三大结构性转变：智能体（硅基）流量超越人类（碳基）流量（机器人流量已占全网53%）；光学元器件大幅跑赢存储芯片（8月以来领先逾20个百分点）；开源模型以不足闭源8%的成本实现更优性能，直接冲击闭源商业模式。当前市场被定性为\"回归正常而非繁荣\"。","market":"us","thumbnail":"https://static.tigerbbs.com/bb491e894d559b9a3e21efb1b66dc3e6","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/bb491e894d559b9a3e21efb1b66dc3e6"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779037","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443895.HKD","LU1868836757.USD","LU1894683348.USD","AAOI","LU2750360997.AUD","BK4585","LU1868836591.USD","LITX","LU2237443465.HKD","LU2471134952.CNY","LU2750360641.GBP","COHX","LU0742534661.SGD","ALMU","LU1791807156.HKD","LU1868837300.USD","LU2237443549.SGD","LU1894683264.USD","MU","LU0048573561.USD","GSX","IE00B19Z3B42.SGD","SKDD","07709","LU0061475181.USD","LU0868494617.USD","LU0868494708.USD","LU2471134879.HKD","MUZ","LU1868836914.USD","SNXX","LU0345770993.USD","CIEN","IE0002270589.USD","FN","BK4533","SKHY","MUD","MULL","HYNX","MUU","LU0942090050.USD","CRDO","SK","BK4127","LU1804176565.USD","LITE","LU2265009873.SGD","LU1668664300.SGD","LU2237443978.SGD","LU2471134523.USD","LWLG","IE00BFXG1179.USD","BK4588","LU0096364046.USD","IE0004086264.USD","ALAB","LU0251131958.USD","MIC","LU0106831901.USD","LU2471134796.USD","SKHU","CRDU","LABX","LU0251142724.SGD","SKHZ","POET","IE00B19Z3581.USD","SKHX","SNDG","LU2237438978.USD","SNDC","LU1868837136.USD","LU0345770308.USD","SNDQ","BK4550","IE00BSNM7G36.USD","COHR","SNDU","SKUU","MUYY","IE0004091025.USD","BK4552","SNDK","BK4516"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1126861482","title":"美股光通信概念股盤中拉升，POET Technologies升逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1126861482","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1126861482?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 22:11","pubTimestamp":1786025471,"startTime":"0","endTime":"0","summary":"8月6日，美股光通信概念股盘中拉升，POET Technologies涨超6%，$Astera Labs(ALAB)$涨超5%，$康宁(GLW)$、Lumentum涨超4%，$Credo(CRDO)$、$Coherent(COHR)$、$Fabrinet(FN)$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLWG","LU2211815571.USD","SGXZ81514606.USD","SMHX","FFTY","LITE","AIPI","LU2931357623.SGD","LU1720051108.HKD","ALAB","CRDO","SGXZ51526630.SGD","LU2543165471.USD","IE00B66KJ199.SGD","LU0348723411.USD","FOTO","LU2357305700.SGD","LU2473716301.USD","LU2290526834.HKD","LU1720051017.SGD","BK4145","LU1992135399.USD","COWG","IE00BFMHRM44.USD","LABX","LU1992135472.HKD","IE00B7SZL793.SGD","COHR","COHX","LU2089985449.USD","XSD","LU1548497426.USD","LU2322448957.HKD","LU2125910500.SGD","CHAT","BK4588","LU0719512351.SGD","LU2272731865.HKD","RULE","LU1861220033.SGD","SOXY","LU2272731782.SGD","BK4141","COHH","LU0082616367.USD","LU2265009873.SGD","POET","LU2272731600.USD","COHC","IE0009354923.USD","CRDU","BK4585","GLW","LU1804176565.USD","SGXZ99366536.SGD","LU1861215975.USD","IE00B19Z4B17.USD","SPRX","FN","LU2322448791.USD","LU2360107168.USD","EGGY","BK4512","LU0274383776.USD","CNAV","LU2045819591.USD","LU0266013472.USD","SIXG","LU0053671581.USD","BK4157","LUMA","IE0031619046.USD","BK4148"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656769554","title":"光通信概念股強勢 Coherent（COHR）漲12.22%、邁威爾科技（MRVL）漲11.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656769554","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656769554?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 22:05","pubTimestamp":1785852304,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股走强，截至发稿，Applied Optoelectronics 涨17.75%，Lightwave Logic涨13.78%，POET Technologies涨13.04%，Fabrinet涨12.88%，Coherent涨12.22%，迈威尔科技涨11.43%，Astera Labs涨9.19%，奇景光电涨9.00%，MaxLinear涨7.93%，Credo Technology涨6.44%，Lumentum涨6.52%，诺基亚涨6.10%，Viavi Solutions涨5.34%，Ciena涨5.34%。据Light Counting数据，2025年全年光模块及相关产品的最终销售额统计为268亿美元，较2024年增长74%。Light Counting预测2026年以太网光模块市场将增长65%，2026年800G光模块出货量将增长一倍以上，1.6T光模块出货量将从2025年的小基数增长至数千万端口。","market":"nz","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303414","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0476273544.USD","LU0444971666.USD","FAI","XITK","LU1169589451.USD","LWLG","LU1861220033.SGD","LITX","LU2045819591.USD","LU2089985449.USD","POET","LU2244417387.USD","LU0274383776.USD","IE00BN8TJ469.HKD","BK4020","BK4148","DTCR","LU0642271901.SGD","LU1720051108.HKD","LU2473716301.USD","LU0127658192.USD","IE00BMPRXN33.USD","IE00BMPRXQ63.HKD","LU0823434740.USD","LU2272731865.HKD","LU0289961442.SGD","XTL","GTEK","SPRX","BK4157","LU0106261612.USD","LITE","LU0205193047.USD","LU2065171311.SGD","EGGY","SGXZ81514606.USD","CHAT","LU2272731782.SGD","LU1861215975.USD","CRDU","LU2357305700.SGD","MVLL","LU0081259029.USD","LU0240878834.USD","LU2249611893.SGD","IE0004091025.USD","LU2357125470.USD","LU2065170008.USD","LU2543165471.USD","LU0823434583.USD","LU1169590202.USD","LU1046421795.USD","LU1303367103.USD","SMHX","LU0719512351.SGD","LU0348723411.USD","AIFD","SGXZ51526630.SGD","SG9999000418.SGD","IE0004086264.USD","COHR","BK4581","MRVU","LU0012050646.USD","LU0444973449.USD","LU1642822529.SGD","WUGI","LU1989764664.SGD","PSCT","SGXZ99366536.SGD","HIMX","LU1823568750.SGD","LU2272731600.USD","LU2065171402.SGD","BK4547","FN","LU0823414478.USD","LU0006061336.USD","LU1559883803.SGD","COHX","IE00B19Z4B17.USD","NOK","LU0082616367.USD","QQQA","IE00B7SZL793.SGD","LU0823421333.USD","LU1992135399.USD","LU0061475181.USD","LU2294711713.HKD","LU1548497426.USD","BK4588","IE00BLSP4452.SGD","LU2098885051.SGD","IE0031619046.USD","IE00BMPRXR70.SGD","LU0154245756.USD","LU0056508442.USD","IE00BBT3K403.USD","LU0823414551.USD","LU0963586101.USD","FXL","IE00BLSP4239.USD","LAZR","BK4526","AIPI","AAOX","BK4145","LNOK","CIEN","CRDO","LU1235294995.USD","LU0154245673.USD","LU1815336091.USD","LU2065169927.USD","LU0266013472.USD","LU1084165304.USD","LU0187121727.USD","LU2458330243.SGD","LU0154236417.USD","IE0009354923.USD","LU2360107168.USD","FDTX","BK4543","LU2322448957.HKD","LU0566484027.USD","XSD","MXL","FTXL","AAOI","LU0289739343.SGD","BK4515","LU0511384066.AUD","LU2458330169.SGD","LU2322448791.USD","CNAV","SOXY","LU1815336760.USD","LU0240877869.USD","COHH","BK4604","XNTK","AIS","COWG","LU0957808578.USD","ALAB","LU2125910500.SGD","LU1261432733.SGD","LU0823421416.USD","BK4141","LU1720051017.SGD","BK4605","VIAV","LU0205194284.USD","LU0757428866.USD","LU2931357623.SGD","LU0053671581.USD","IE00B66KJ199.SGD","LU0786609619.USD","LABX","MRVL","LU1852331112.SGD","LU2506951792.HKD","BK4585","COHC","LU1316542783.SGD","LU1992135472.HKD","ARTY","LU1989764748.USD","LU1119994496.HKD","LU2211815571.USD","LU2290526834.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656554536","title":"美股異動 | 光通信概念股普漲 POET Technologies(POET.US)大漲13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656554536","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656554536?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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20:31","pubTimestamp":1785846708,"startTime":"0","endTime":"0","summary":"中新网8月4日电据路透社4日报道，知情人士透露，美国政府正起草一项禁令，拟禁止进口中国新型号的数据中心组件，以保护支撑人工智能(AI)发展的关键基础设施。四名知情人士称，负责监管美国电信行业的联邦通信委员会(FCC)正在制定相关措施，计划禁止进口中国新型号的光收发模块。光收发模块主要用于数据中心内部的高速光纤数据传输。美国官员希望2026年内公布并实施禁令。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608043831406295.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608043831406295.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"外媒：美国拟禁止进口中国新型数据中心设备","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IDGT","LABX","AAOI","AIBU","GLWG","CRDU","CLDL","COHX","DTCR","FMET","LWLG","CLOU","WISE","AIO","PBOT","GLW","LITE","ALMU","WDAI","COHR","SKYY","LITX","FCLD","CRDO","AIFD","CIEN","FN","HPEL","BLOK","WPAI","POET","ALAB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177355709","title":"POET Technologies 任命 Dr. Bardia Pezeshki 與 Jean F. Rankin 為董事會成員，長期任職董事 Jean-Louis Malinge 辭職","url":"https://stock-news.laohu8.com/highlight/detail?id=1177355709","media":"美股速递","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177355709?lang=zh_tw&edition=fundamental","pubTime":"2026-08-03 20:02","pubTimestamp":1785758531,"startTime":"0","endTime":"0","summary":"POET Technologies Inc（简称“POET”）宣布，已任命 Dr. Bardia Pezeshki 与 Jean F. Rankin 加入其董事会。与此同时，长期服务于公司董事会的成员 Jean-Louis Malinge 宣告辞职。这一人事变动标志着公司治理结构的新一轮调整，旨在引入更多元化的专业视角，以推动其在光子学领域的持续创新与战略布局。Dr. Pezeshki 与 Rankin 的加入，有望为董事会注入深厚的行业经验与财务洞察力，而 Malinge 的离职则被视为其个人职业规划的自然过渡。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4141","POET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111707972","title":"異動解讀｜POET Technologies盤中下跌8.25%，半導體板塊集體重挫拖累光通信個股","url":"https://stock-news.laohu8.com/highlight/detail?id=1111707972","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1111707972?lang=zh_tw&edition=fundamental","pubTime":"2026-07-28 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Technologies盤中下跌8.09%，半導體及光通信板塊延續調整壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=1136948051","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1136948051?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 23:11","pubTimestamp":1784905885,"startTime":"0","endTime":"0","summary":"7月24日，POET Technologies盘中下跌8.09%，报6.985美元/股，成交额3393.63万美元。消息面上，近期半导体及光通信板块持续承压，本轮回调受资金风格切换、杠杆ETF持仓削减及供需因素共同影响。此外，公司此前面临证券集体诉讼，涉及PFIC税务披露问题及高管言论争议，基本面不确定性亦对股价构成压制。POET Technologies是一家基于专有光学Interposer平台提供光子集成封装解决方案的企业，技术面向数据中心收发器光学引擎，旨在满足人工智能等领域不断增长的性能需求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653080437","title":"美股異動 | 光通信概念股普跌，Applied Optoelectronics跌逾8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2653080437","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653080437?lang=zh_tw&edition=fundamental","pubTime":"2026-07-24 22:04","pubTimestamp":1784901860,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，光通信概念股普跌，$Applied Optoelectronics(AAOI)$(AAOI.US)跌逾8%，$Credo(CRDO)$ Technology(CRDO.US)跌逾7%，$Coherent(COHR)$(COHR.US)、Lumentum(LITE.US)跌逾6%，$迈威尔科技(MRVL)$(MRVL.US)、POET Technologies(POET.US)跌逾5%，$诺基亚(NOK)$(NOK.US)跌逾4%，$康宁(GLW)$(GLW.US)跌逾3%。","market":"fut","thumbnail":"https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/516cbe31098a2a42f16da93a5544fbb1"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1472194.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["IE00B19Z4B17.USD","CRDU","MRVU","GLWG","CRDO","IE00B7SZL793.SGD","LITX","BK4020","LAZR","MVLL","LUMA","COHX","IE00B66KJ199.SGD","MRVL","POET","AAOI","COHR","IE0031619046.USD","FOTO","LITE","SIXG","GLW","AAOX","XITK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130398670","title":"異動解讀｜POET Technologies盤中下跌8.06%，報7.695美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1130398670","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130398670?lang=zh_tw&edition=fundamental","pubTime":"2026-07-23 02:31","pubTimestamp":1784745083,"startTime":"0","endTime":"0","summary":"7月22日，POET Technologies盘中下跌8.06%，报7.695美元/股，成交额6170.41万美元。POET Technologies所在的半导体产品行业中，个股表现分化，其中英伟达涨3.1%，美国超微公司涨1.86%，美光科技跌0.26%，英特尔跌1.57%，SK海力士跌3.04%。POET Technologies是一家基于专有POET光学Interposer平台提供光子集成封装解决方案的设计开发企业，该平台能够使用先进的晶圆级半导体制造技术将电子和光子器件集成到单一芯片上，技术面向数据中心收发器光学引擎，旨在满足人工智能等领域不断增长的性能需求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1133941426","title":"異動解讀｜POET Technologies盤中上漲8.37%，光通信板塊全線上攻受益GPU集群擴容邏輯","url":"https://stock-news.laohu8.com/highlight/detail?id=1133941426","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1133941426?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 22:13","pubTimestamp":1784643218,"startTime":"0","endTime":"0","summary":"7月21日，POET Technologies盘中上涨8.37%，报8.115美元/股，成交额2247.74万美元。机构研究指出，随着GPU集群规模持续扩大，数据中心内部通信压力显著提升，光互连成为重要发展方向；Vera Rubin量产Spectrum-X Ethernet Photonics进一步验证光互连在下一代AI数据中心中的核心价值，带动相关标的集体走强。POET Technologies是一家基于专有POET光学Interposer平台提供光子集成封装解决方案的企业，技术面向数据中心收发器光学引擎，旨在满足AI领域不断增长的性能需求。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2653031712","title":"光通信概念股全線上攻 Coherent(COHR)漲6.99% 機構指GPU集群規模擴大致通信壓力提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2653031712","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2653031712?lang=zh_tw&edition=fundamental","pubTime":"2026-07-21 21:55","pubTimestamp":1784642132,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股全线上攻，截至发稿，MaxLinear  涨 7.61%，AXT Inc  涨 7.19%，Coherent  涨 6.99%，POET Technologies  涨 6.56%，Lumentum  涨 6.79%，Tower 半导体  涨 6.04%，Applied Optoelectronics  涨 6.50%，Astera Labs  涨 5.94%，Ciena  涨 5.96%，Lightwave Logic  涨 5.55%。消息面上，中国银河证券新近研究指，随着GPU集群规模扩大，数据中心内部通信压力持续提升，光互连成为重要发展方向。Vera Rubin量产Spectrum-XEthernet Photonics进一步验证光互连在下一代AI数据中心中的价值。","market":"sg","thumbnail":"https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/MGY3NWNiZjgxNDI5NTMwNTcxNw==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302846","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2272731865.HKD","MXL","LU1992135399.USD","FCUS","LU1303367103.USD","LU0274383776.USD","BK4147","LU0719512351.SGD","LU2290526834.HKD","LU1989764664.SGD","LU0082616367.USD","IE00B19Z4B17.USD","LU0154245673.USD","LU0154245756.USD","LITX","PTF","LU0289961442.SGD","AXTI","AIPI","LAZR","LU1720051108.HKD","COHR","LU1548497426.USD","LU2272731600.USD","LU0823421416.USD","LITE","LU2357305700.SGD","LU0963586101.USD","CHAT","AAOX","SMHX","XITK","LU0511384066.AUD","IE00B66KJ199.SGD","LU0240877869.USD","SGXZ81514606.USD","LU2360107168.USD","LU0106261612.USD","IE00B7SZL793.SGD","LU0289739343.SGD","LU0205193047.USD","BK4588","XSD","LWLG","LU1720051017.SGD","LU2089985449.USD","LU0154236417.USD","LABX","XTL","COWG","LU2272731782.SGD","POET","LU2473716301.USD","LU2322448957.HKD","LU2098885051.SGD","COHX","EGGY","CNAV","LU1861220033.SGD","LU2211815571.USD","BK4515","SGXZ51526630.SGD","AAOI","LU1861215975.USD","LU1992135472.HKD","IE0009354923.USD","SGXZ99366536.SGD","SOXY","ALAB","LU0205194284.USD","BK4157","LU2322448791.USD","PSCT","BK4148","LU0240878834.USD","SPRX","TSEM","LU2543165471.USD","BK4585","BK4141","LU0823421333.USD","IE0031619046.USD","LU2931357623.SGD","LU0012050646.USD","LU0348723411.USD","CIEN","BK4020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174548328","title":"異動解讀｜POET Technologies盤中下跌8.04%，報7.605美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1174548328","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174548328?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 22:43","pubTimestamp":1784213010,"startTime":"0","endTime":"0","summary":"7月16日，POET Technologies盘中下跌8.04%，报7.605美元/股，成交额3918.23万美元。POET Technologies所在的半导体产品行业中，个股普遍走弱，其中美光科技跌4.74%，英特尔跌3.51%，美国超微公司跌3.38%，英伟达跌2.23%，台积电跌1.42%。POET Technologies是一家基于专有POET光学Interposer平台提供光子集成封装解决方案的设计开发企业，该平台能够将电子和光子器件无缝集成到单个芯片上，面向数据中心收发器光学引擎等AI基础设施应用。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["POET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123732791","title":"美股光通信概念股盤初集體下挫，康寧跌超7%，POET Technologies跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123732791","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123732791?lang=zh_tw&edition=fundamental","pubTime":"2026-07-16 21:40","pubTimestamp":1784209216,"startTime":"0","endTime":"0","summary":"7月16日，美股光通信概念股盘初集体下挫，$康宁(GLW)$跌超7%，POET Technologies跌超5%，$Applied Optoelectronics(AAOI)$、$Coherent(COHR)$、$Astera Labs(ALAB)$跌超4%，Lumentum、$Credo(CRDO)$、$Ciena科技(CIEN)$跌超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1992135399.USD","GLW","LU2931357623.SGD","BK4148","LU2360107168.USD","LU1720051108.HKD","COHX","BK4585","XTL","AAOI","LU0240877869.USD","BK4588","IE00B66KJ199.SGD","LU0082616367.USD","CNAV","SOXY","GLWG","LU1992135472.HKD","LU0823421333.USD","LABX","PTF","LU2473716301.USD","LU0963586101.USD","BK4512","LU0154245673.USD","LU2089985449.USD","IE00BFMHRM44.USD","LU0154236417.USD","SPRX","LU0719512351.SGD","LU0205193047.USD","LU0012050646.USD","LU2322448791.USD","POET","AIPI","SGXZ81514606.USD","SGXZ99366536.SGD","LU0274383776.USD","SIXG","XITK","IE0009354923.USD","LU1548497426.USD","LU0106261612.USD","LU2272731865.HKD","LU0348723411.USD","LU1720051017.SGD","ALAB","BK4515","IE00B7SZL793.SGD","LU0053671581.USD","LU2265009873.SGD","LU2357305700.SGD","LU0240878834.USD","LU2322448957.HKD","LU2543165471.USD","SGXZ51526630.SGD","BK4141","EGGY","LU1861215975.USD","AAOX","XSD","LU2272731600.USD","CHAT","LU1804176565.USD","FFTY","LU2290526834.HKD","LU1989764664.SGD","LU0154245756.USD","COHR","LU1861220033.SGD","LU2272731782.SGD","CIEN","LU2211815571.USD","BK4157","BK4020","IE0031619046.USD","RULE","LU0823421416.USD","IE00B19Z4B17.USD","LU0205194284.USD","CRDU","CRDO","COWG","SMHX","LITE"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":1,"totalSize":133,"code":"91000000","status":"200"}]}}