异动解读｜Tower半导体盘中上涨6.84%，宣布AI光引擎芯片规模化出货叠加机构重仓增持

行情直击09-17

9月17日，Tower半导体盘中上涨6.84%，报216.99美元/股，成交额5497.26万美元。

消息面上，Tower半导体联合NewPhotonics宣布已开始大批量出货面向AI基础设施的激光集成光引擎光子集成电路（PIC），首批产品基于PH18DA硅光子平台，单通道速率达200G，支持800G至1.6T数据传输速率，6.4T NPC505芯片组计划于明年上半年量产。与此同时，高盛大幅上修800G及以上光模块需求预测，DSP、激光器等关键原材料持续紧缺，光通信概念股普涨。此外，SEC文件显示Andar Capital Management大幅增持Tower半导体约2801.91万股，持股比例达24.95%，变动幅度高达21553.17%，机构重仓信号显著。产品放量、行业需求上修与资金面共振，推动股价在此前9月14日板块回调近10%后强势反弹。

（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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