$LUNR 2026_老虎社区_美港股上老虎 - 老虎社区

$LUNR 20261120 15.0 CALL$ 多头的逻辑根植于行业高景气：AI算力扩张带动高速光器件需求爆发，市场处于供不应求状态，Coherent手握大量待交付订单，1.6T产品进入放量阶段，伴随高附加值新产品销售占比提升，公司有机会顺势推高整体盈利水准。而且随着竞争对手Lumentum被Marvell收购，部分客户为了避免供应链风险，会提高对Coherent的采购份额

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