异动解读｜COHERENT盘中下跌3.04%，SemiAnalysis看空CPO研报余波延续板块承压回落

行情直击06-16

6月16日，COHERENT盘中下跌3.04%，报401.27美元/股，成交额5.18亿美元。消息面上，该股此前受SemiAnalysis于6月9日发布重磅研报看空CPO规模化落地节奏冲击，报告指出CPO大规模商业化部署被推迟至2028至2029年，核心瓶颈包括光引擎良率偏低、共封装集成难度高及整机成本不具性价比。尽管英伟达高管公开反驳称CPO下半年将按计划扩产交付，摩根大通亦维持增持评级，但经历上周超卖修复反弹后，板块多空分歧再度加剧，同板块康宁同日下跌4.44%，抛压再度拖累个股表现。

（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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三三打老五
06-16
三三打老五
6月9日消息哪来解释5天后的下跌

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22:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>6月16日，COHERENT盘中下跌3.04%，报401.27美元/股，成交额5.18亿美元。消息面上，该股此前受SemiAnalysis于6月9日发布重磅研报看空CPO规模化落地节奏冲击，报告指出CPO大规模商业化部署被推迟至2028至2029年，核心瓶颈包括光引擎良率偏低、共封装集成难度高及整机成本不具性价比。尽管英伟达高管公开反驳称CPO下半年将按计划扩产交付，摩根大通亦维持增持评级，但经历上周超卖修复反弹后，板块多空分歧再度加剧，同板块康宁同日下跌4.44%，抛压再度拖累个股表现。</p><p>（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。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COHR":"COHERENT"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158590847","content_text":"6月16日，COHERENT盘中下跌3.04%，报401.27美元/股，成交额5.18亿美元。消息面上，该股此前受SemiAnalysis于6月9日发布重磅研报看空CPO规模化落地节奏冲击，报告指出CPO大规模商业化部署被推迟至2028至2029年，核心瓶颈包括光引擎良率偏低、共封装集成难度高及整机成本不具性价比。尽管英伟达高管公开反驳称CPO下半年将按计划扩产交付，摩根大通亦维持增持评级，但经历上周超卖修复反弹后，板块多空分歧再度加剧，同板块康宁同日下跌4.44%，抛压再度拖累个股表现。（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。）","news_type":1,"symbols_score_info":{"COHR":1}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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