异动解读｜COHERENT盘前上涨3.97%，黄仁勋亲自出席磷化铟工厂扩建奠基仪式叠加CHIPS法案5000万美元补贴落地

行情直击06-17

6月17日，COHERENT盘前上涨3.97%，报398.15美元/股，成交额232.76万美元。

消息面上，英伟达CEO黄仁勋与Coherent CEO吉姆·安德森共同出席得克萨斯州Sherman磷化铟工厂扩建奠基仪式，该项目聚焦6英寸磷化铟晶圆与光互连产能，扩建后生产面积翻倍、晶圆产能提升四倍。同时公司宣布获得CHIPS法案5000万美元专项补贴。英伟达此前已向公司投资20亿美元并签署长期采购协议，机构预测AI数据中心对磷化铟需求年复合增长率将达85%，公司作为全球首个6英寸磷化铟量产厂商，产能扩张进一步确立龙头地位。

（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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