橋水持倉

2,483.33

+16.580.67%

漲家數：68

跌家數：28

平家數：1

市盈率：- -

高：2,487.04

開：2,466.86

低：2,466.86

收：2,466.77

成交量：2.84億

成交額：509.80億

市值：15.93萬億

流通市值：15.13萬億

資料載入中...

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Coherent（COHR）漲7.24% 高盛上調光模塊行業預期","url":"https://stock-news.laohu8.com/highlight/detail?id=2665376105","media":"金吾财讯","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2665376105?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 22:21","pubTimestamp":1788877276,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股盘初光通信板块强势，截止发稿，Applied Optoelectronics 涨7.27%，Coherent涨7.24%，Lumentum涨6.67%，康宁涨6.60%，AXT Inc涨5.96%，POET Technologies涨5.11%。本轮行业预期上调，核心源于AI算力架构升级，并非单纯的服务器数量增长。AI整机柜规模化落地、云端ASIC芯片渗透率提升，叠加单颗AI芯片搭载光模块数量大幅增加，持续带动1.6T、3.2T高速光模块需求放量。产品端呈现明显高速迭代趋势，800G及以上高端光模块成为增长主力，2026至2028年市场规模将从452亿美元攀升至1295亿美元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305827","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1868837300.USD","LU1720051017.SGD","LU2471134879.HKD","BK4552","CNAV","LU2237443895.HKD","LU1861220033.SGD","XITK","LU2750360641.GBP","LU2360107168.USD","LU2237443978.SGD","LU0868494617.USD","LU0240877869.USD","LU2249611893.SGD","LU1868836757.USD","COHC","RULE","BK4504","LU2931357623.SGD","LAZR","LU2290526834.HKD","LU2237443549.SGD","LU1992135472.HKD","LITE","BK4550","SGXZ99366536.SGD","COHH","AXTI","COHX","IE0002270589.USD","LU2237443382.USD","LU1861215975.USD","LU0511384066.AUD","LU0251142724.SGD","LU2272731600.USD","LU2265009873.SGD","LU0240878834.USD","LU0742534661.SGD","LU2237443622.USD","LU0106831901.USD","LU2322448791.USD","LU0348723411.USD","LU1720051108.HKD","GSX","LU2211815571.USD","LU1894683348.USD","LU0205193047.USD","LU1548497426.USD","BK4147","LU1868837136.USD","LU2471134952.CNY","IE0034235188.USD","LU2089985449.USD","LU0205194284.USD","AXTC","LITU","BK4127","LITC","LU0942090050.USD","PTF","LU0096364046.USD","LU0823414478.USD","LU2237443465.HKD","LU2750360997.AUD","SGXZ81514606.USD","BK4588","LU1668664300.SGD","LU2506951792.HKD","LU0210536198.USD","IE00BFXG1179.USD","LITZ","LU2471134523.USD","AXTL","LITX","BK4148","BK4512","LU1804176565.USD","LU1992135399.USD","LU0289739343.SGD","IE00BSNM7G36.USD","POEL","LU0048573561.USD","IE00B7SZL793.SGD","LITG","LU1868836914.USD","LU2357125470.USD","BK4533","IE0004086264.USD","LU2322448957.HKD","LU0012050646.USD","EGGY","FCUS","LU2896262040.SGD","SGXZ51526630.SGD","IE0031619046.USD","LU2357305700.SGD","COHQ","LU0251131958.USD","AXTX","LU0274383776.USD","IE0004091025.USD","AXTU","BK4020","LU0345770308.USD","BK4585","LU0061475181.USD","POET","IE00B66KJ199.SGD","BK4516","LU0289961442.SGD","LU1791807156.HKD","LU2272731865.HKD","AAOG","IE00B19Z3581.USD","AAOX","GLWG","IE00BFMHRM44.USD","LU2294711713.HKD","LU2543165471.USD","LU1868836591.USD","LU0345770993.USD","AAOI","GS","IE00B19Z4B17.USD","LU0106261612.USD","LU0823414551.USD","COHR","LU2473716301.USD","IE00B19Z3B42.SGD","AXTQ","SPRX","BK4141","LU0266013472.USD","LU0868494708.USD","LU2272731782.SGD","LU2237438978.USD","GLW","LU1144417596.USD","LU2471134796.USD","BK4157","LU1894683264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121203281","title":"美國銀行上調油價預期，波斯灣局勢緊張加劇供應憂慮","url":"https://stock-news.laohu8.com/highlight/detail?id=1121203281","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121203281?lang=zh_tw&edition=fundamental","pubTime":"2026-09-08 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橋水持倉

大摩升新思科技評級至「增持」，維持目標價500美元

高盛在貝爾維尤設立新工程辦公室，進一步推進人工智能發展

史賽克股價跌至2023年11月以來的最低點，下跌7.5%。

高盛將澳大利亞央行加息時間預期從11月提前至9月

一邊是頭部企業半年關店超千家 一邊是有公司賺錢賺到手軟：金飾行業正在從「賣金子」變成「賣情緒價值」

可口可樂及其裝瓶商計劃在四年內向智利投資7.78億美元

美股走低 市值排名前五的股票均跌超1%

光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期

美國銀行上調油價預期，波斯灣局勢緊張加劇供應憂慮

BUZZ——美國股市動態-Sigma Lithium、Shake Shack、諾華

高盛將澳大利亞儲備銀行加息預期從 11 月提前至 9 月。

《亞洲油市綜述》超低硫燃料油延續跌勢，石腦油價格追隨油價上漲

美股異動｜光通信概念拉升，康寧升逾6%，高盛大幅上調光模塊市場預測

51家商户資格未核查，阿里系淘寶閃購吃下655萬元行政處罰

波士頓科學公司股價下跌2%，此前該公司表示，網絡攻擊將影響其第三季度及2026財年的淨銷售額增長和調整後每股收益指引。

美股科技七巨頭盤初升跌不一，英偉達漲1.25%，蘋果跌0.4%

納斯達克中國金龍指數跌超1%，百度跌8.06%，燃石醫學跌6.84%，金山雲跌5.03%，逸仙電商跌3.38%，小馬智行

美股開盤 | 三大指數升跌不一，高通升逾6%，諾華重挫12%

美國銀行：如果中東衝突持續到年底，布倫特原油可能在95-120美元/桶的區間內交易。

高盛看多 Robinhood：Rothera 最高估值可達 195 億美元

一邊是頭部企業半年關店超千家一邊是有公司賺錢賺到手軟：金飾行業正在從「賣金子」變成「賣情緒價值」

美股走低市值排名前五的股票均跌超1%