异动解读｜COHERENT盘前上涨3.07%，英伟达澄清砍单谣言叠加光通信板块持续回暖

行情直击06-09 16:15

6月9日，COHERENT盘前上涨3.07%，报414.54美元/股，成交额318.08万美元。

消息面上，此前英伟达IR部门正式澄清1.6T光模块集采砍价传闻，确认年度框架订单按原有商务价格执行，打消市场对头部供应商毛利率腰斩的恐慌。同时，光通信板块于6月8日全面回暖，康宁、迈威尔科技等同板块龙头集体大涨，COHERENT延续此前连续回调后的技术性反弹。基本面方面，英伟达20亿美元战略投资协议仍在执行中，公司1.6T光模块需求持续爆发，小型可插拔光模块出货目标已上调至500万颗。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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