异动解读 | 英伟达20亿美元投资及战略协议催化，COHERENT夜盘大涨5.05%

异动解读06-03 08:51

COHERENT（股票代码：COHR）今日夜盘大涨5.05%，表现强劲。

消息面上，此次股价上涨主要受到多重利好消息的推动。英伟达此前宣布向COHERENT投资20亿美元，用于支持其光子技术的研发以及在美国本土的制造产能扩张，并签署了多年战略协议以锁定光源、光器件及硅光等关键产能。同时，英伟达发布RTX Spark并强调了与COHERENT的合作关系，进一步增强了市场信心。

此外，英伟达首席执行官黄仁勋近期关于高速互联和光通信在AI数据中心中重要性的言论，也刺激了整个光通信板块的情绪，带动了COHERENT的上涨。1.6T光模块市场需求持续爆发，COHERENT已上调其小型可插拔光模块的出货目标，板块整体回暖为股价提供了额外支撑。

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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