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Coherent

276.28

-29.0900-9.53%

成交量：404.87萬

成交額：11.16億

市值：540.51億

市盈率：67.06

高：284.97

開：283.75

低：268.90

收：305.37

52周最高：440.00

52周最低：100.63

股本：1.96億

流通股本：1.95億

量比：1.93

換手率：2.08%

股息：- -

股息率：- -

每股收益(TTM):4.12

每股收益(LYR):4.12

淨資產收益率：7.98%

總資產收益率：3.39%

市淨率：4.96

市盈率(LYR):67.06

資料載入中...

總覽公司新聞資訊公告

光通信概念股局部強勢 AXT Inc（AXTI）漲13.77% 機構預警：美國若盲目切割中國光模塊產品將反噬西方廠商

異動解讀 | Coherent盤中大漲5.13%，美國光模塊禁令餘波與強勁財報預期雙重提振

異動解讀｜Coherent盤中上漲3.66%，美國擬禁中國光模塊禁令餘波疊加財報高增長預期持續提振

科技、媒體與電信綜合：市場各方觀點一覽

異動解讀｜Coherent盤前上漲4.41%，美國擬禁中國光模塊禁令餘波疊加財報高增長預期持續提振

異動解讀 | Coherent夜盤大漲5.08%，受美國擬禁中國數據中心產品法案及強勁財報預期雙重提振

異動解讀｜Coherent夜盤上漲3.17%，財報前瞻高增長預期疊加光模塊禁令餘波提振

財報前瞻｜Coherent本季度營收預計增長31.65%，機構觀點偏正面

光通信概念股普遍上漲，其中，光模塊與光器件供應商Lumentum升逾10.5%，高意公司/相干公司Coherent重新漲

光通信概念股強勢 Coherent（COHR）漲12.22%、邁威爾科技（MRVL）漲11.43%

美股光學和光子學組件股票走強，Applied Optoelectronics漲16%，Lumentum漲7%，Coher

美股光通信概念股盤初大幅上揚，Applied Optoelectronics升逾17%

老虎资讯综合

異動解讀｜Coherent盤中上漲11.97%，美國擬禁止進口中國光模塊引爆本土替代邏輯

市場快訊——美股行情動態-Zebra Technologies、輝瑞、康明斯

外媒：美國擬禁止進口中國新型數據中心設備

中国新闻网

特朗普政府擬封殺中國光模塊！光通訊概念股集體飆升，Lumentum狂飆超13%

TradingKey中文

市場快訊——美股行情動態-Leidos、Marathon Petroleum、Qnity

有報導稱美國正起草針對中國數據中心產品的禁令，美國光子學公司股價應聲大漲

盤前異動 | 半導體、存儲、光通信概念股漲幅擴大，AAOI升逾17%、邁威爾科技升逾8%、閃迪、西部數據升逾5%

老虎资讯综合

盤前異動 | 光通信板塊盤前拉升，COHR升逾13%，LITE升逾10%，康寧漲近8%

老虎资讯综合

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| Coherent盤中大漲5.13%，美國光模塊禁令餘波與強勁財報預期雙重提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1158140568","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1158140568?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:50","pubTimestamp":1785937830,"startTime":"0","endTime":"0","summary":"Coherent今日盘中大涨5.13%，延续了近期强势表现，成为市场关注的焦点。该禁令于前一交易日推动Coherent单日大涨近12%，本土替代逻辑的余波仍在持续发酵。Coherent作为AI基础设施光互连环节的核心供应商，数据中心与通信业务在上季度已贡献超过七成营收，政策利好与业绩高增预期共同构成了本轮股价上行的核心驱动力。分析人士指出，中国供应商占据了全球约三分之二的光收发器单位供应量，若禁令落地，Coherent等西方竞争对手将显著受益于市场份额的提升。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138519869","title":"異動解讀｜Coherent盤中上漲3.66%，美國擬禁中國光模塊禁令餘波疊加財報高增長預期持續提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1138519869","media":"行情直击","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138519869?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 21:49","pubTimestamp":1785937792,"startTime":"0","endTime":"0","summary":"8月5日，Coherent盘中上涨3.66%，报341.215美元/股，成交额3.17亿美元。消息面上，美国联邦通信委员会正起草措施拟禁止进口中国新型号光收发模块，以保护AI数据中心关键基础设施，官员希望年内实施。该禁令于前一交易日推动Coherent大涨近12%，本土替代逻辑余波仍在发酵。Coherent作为AI基础设施光互连核心供应商，数据中心与通信业务上季度贡献超七成营收，政策利好与业绩高增预期共同驱动股价延续强势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent盘中上涨3.66%，美国拟禁中国光模块禁令余波叠加财报高增长预期持续提振","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1172853069","title":"科技、媒體與電信綜合：市場各方觀點一覽","url":"https://stock-news.laohu8.com/highlight/detail?id=1172853069","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172853069?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 16:26","pubTimestamp":1785918366,"startTime":"0","endTime":"0","summary":"一份关于美国可能禁止进口中国光收发器的报告，进一步强化了美中两国技术与供应链将长期分化的观点。法国巴黎银行的威廉·布拉顿在一份研究报告中指出，双方都在努力减少对彼此的依赖，这最终将导致技术上的分裂，并催生出两个独立运行的生态系统。对于投资者而言，这意味着那些与技术投资主题相关的公司将持续暴露在地缘政治风险之下。该股当日下跌1.5%，报70.54欧元。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2506951792.HKD","LU1035773651.USD","LU1633808545.USD","LU2237443549.SGD","LU2896262040.SGD","LU0787776722.HKD","IE00BFSS7M15.SGD","LU0323239441.USD","LU0345768153.USD","LU0795875169.SGD","ILDR","02359","LU0079474960.USD","LU0708995583.HKD","SG9999000418.SGD","LU2023251221.USD","LU1791710582.SGD","LU2097344431.USD","LU2361044865.SGD","LU1674673428.USD","LU0661504455.SGD","LU0276348264.USD","SGXZ80539844.SGD","HK0000320264.USD","HK0000306701.USD","LU0348767384.USD","LU1934455194.USD","LU2954938101.SGD","IE000ITXATA3.USD","LU2552382132.HKD","HK0000914660.USD","LU2357305700.SGD","BK4573","SG9999018857.SGD","LU1642822529.SGD","LU2756315664.SGD","LU2191332357.HKD","SG9999014914.USD","LU0868494617.USD","LU2250418816.HKD","LU2471134796.USD","LU2265009873.SGD","AIQ","LU0342679015.USD","LU0096362180.USD","LU0158827781.USD","LU1037948541.HKD","LU2108987350.USD","PSI","LU0889565833.HKD","WISE","BK4529","LU2065170008.USD","LU2360107168.USD","LU1244550494.USD","NVDG","LU0444971666.USD","LU2023250330.USD","LU2355687059.USD","BK1583","IE00B19Z4B17.USD","LU1868836591.USD","LU1880398471.USD","AMDY","LU1400636574.HKD","LU2999663052.SGD","LU2125909759.SGD","BK4592","LU0289960550.SGD","AMUU","LU1934455863.HKD","LU0792757196.USD","IE0001KFT4U8.USD","LU2272731865.HKD","NVDS.UK","SNPE","LU2860962120.EUR","LU2092937148.SGD","LU2322448957.HKD","IE00B1XK9C88.USD","LU2047632596.USD","LU2491050154.USD","IE00B7KXQ091.USD","IE00BWXC8680.SGD","DIPS","LU0726765562.USD","LU1069344957.HKD","LU1244550577.SGD","TTXU","USXF","LU0985320562.USD","NVDU","IE00B3M56506.USD","LU1923623000.USD","LU2279689827.SGD","IE000W1ABFV2.USD","LU2211815571.USD","LU0823434583.USD","LU1261432733.SGD","LU0107464264.USD","LU2087621335.USD","COHC","2NVD.UK","LU0187121727.USD","LU2458330243.SGD","LU2403377893.USD","LU0265550946.USD","IXN","LU2462591277.SGD","LU1316542783.SGD","LU2756315318.SGD","LU1974910355.USD","SOXQ","IE0004086264.USD","IE00BQXX3F31.USD","LU0143551892.USD","LU2244417387.USD","LU2471134523.USD","LU2247934214.USD","VGT","LU0323240290.USD","IE0034235295.USD","LU0057025933.USD","LU0820561909.HKD","SGXZ51526630.SGD","LU1670756490.USD","IE00B19Z8W00.USD","LU0052750758.USD","LU0345770993.USD","LU2746668974.SGD","FAI","LU2125909593.SGD","LU0882574139.USD","BK4551","LU1674673691.USD","LU1868836914.USD","BK4567","IE00BFSS8Q28.SGD","IE0009G5SDU7.USD","LU0640476718.USD","BK4608","LU0225283273.USD","LU0345769631.USD","LU2098885051.SGD","SG9999014542.SGD","BK4612","LU0957791311.USD","LU1861127337.USD","LU1923622614.USD","SNVD.UK","LU0320765059.SGD","SGXZ81514606.USD","LU2750360997.AUD","CNEQ","AIFD","SMH","LU1923622291.USD","LU1880398554.USD","LU0708994859.HKD","LU2471134952.CNY","603259","AMDL","LU0979878070.USD","AMDS","LU0708995401.HKD","IE00BJTD4V19.USD","LU2413666699.HKD","LU0823414478.USD","IE00BZ1G4Q59.USD","AIPI","ESUM","LU1979441026.SGD","LU1323610961.USD","LU1066053197.SGD","LU1852331112.SGD","LU0820561818.USD","LU1571399168.USD","NVDA","IE00BDRTCR15.USD","IE00BQXX3C00.GBP","LU2430703095.HKD","LU0210536198.USD","LU0082616367.USD","IE0004091025.USD","LU2417539215.USD","LU1934455277.USD","IE00BJLML261.HKD","LU2063271972.USD","LU1551013425.SGD","LU0353189680.USD","AMYY","LU0823421333.USD","LU1066051225.USD","LU2168564495.EUR","IE0031619046.USD","LU2100268510.USD","FDTX","LU0795875086.SGD","LU0949170772.SGD","LU2237443622.USD","LU0070217475.USD","LU0072462426.USD","LU2505996681.GBP","ROM","IE000KEQY171.SGD","SGXZ99366536.SGD","LU1267930573.SGD","AMDW","HK0000304797.USD","LU1267930730.SGD","LU0316494557.USD","LU0395794307.EUR","LU1861558580.USD","BK4585","LU0310800379.SGD","IE00B4YYXB79.USD","LU2491049909.HKD","LU2028103732.USD","LEGR","LU2148611432.USD","LU0417517546.SGD","LU2168564149.EUR","HK0000320223.HKD","BK4587","LU0820562030.AUD","LU1064131342.USD","LU1861559042.SGD","LU2592432038.USD","IE00BDCRKT87.USD","LU2452424414.USD","LU0308772762.SGD","BK4598","BK4605","BK4157","LU1267930813.SGD","LU0061475181.USD","LU1914381329.SGD","BK4549","LU2462157665.USD","LU0345768740.USD","IE0004445239.USD","LU0006306889.USD","LU0274383776.USD","LU0320764599.SGD","LU1720051017.SGD","IE00B19Z9505.USD","SGXZ31699556.SGD","LU0823414551.USD","LU0234570918.USD","LU0390134368.USD","LU1066051811.HKD","LU1803068979.SGD","LU1069347547.HKD","LU1917777945.USD","LU1400636491.USD","IE00BKPKM429.USD","LU2290526834.HKD","LU1303367103.USD","LU2237443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Coherent夜盤大漲5.08%，受美國擬禁中國數據中心產品法案及強勁財報預期雙重提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1178409335","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1178409335?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 12:59","pubTimestamp":1785905982,"startTime":"0","endTime":"0","summary":"Coherent在夜盘交易中股价大涨5.08%，延续了此前交易日的强势表现，成为市场焦点。消息面上，有报道称美国正在起草一项禁止使用中国数据中心产品的法案，推动美国本土光子学公司股价集体走强。Coherent作为AI基础设施光互连环节的核心供应商，其数据中心与通信业务在上季度已贡献超过七成营收，禁令预期与业绩高增前景共同构成了本轮股价上行的核心驱动。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146503961","title":"異動解讀｜Coherent夜盤上漲3.17%，財報前瞻高增長預期疊加光模塊禁令餘波提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1146503961","media":"行情直击","labels":["dataReport","preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146503961?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 11:52","pubTimestamp":1785901958,"startTime":"0","endTime":"0","summary":"8月5日，Coherent夜盘上涨3.17%，报334.0美元/股，成交额590.08万美元。消息面上，市场一致预期公司即将于8月12日发布的第四财季营收约为19.86亿美元，同比增长31.65%，调整后每股收益约为1.62美元，同比增长76.71%，机构观点偏正面。同时，前一交易日美国联邦通信委员会拟禁止进口中国新型号光收发模块的消息推动Coherent单日大涨近12%，本土替代逻辑余波仍在发酵，股价延续强势。（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。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Coherent夜盘上涨3.17%，财报前瞻高增长预期叠加光模块禁令余波提振","news_tag":"dataReport,preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169697508","title":"財報前瞻｜Coherent本季度營收預計增長31.65%，機構觀點偏正面","url":"https://stock-news.laohu8.com/highlight/detail?id=1169697508","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169697508?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 08:03","pubTimestamp":1785888216,"startTime":"0","endTime":"0","summary":"Coherent将于2026年08月12日发布财报，市场关注AI数据中心需求对收入与利润率的持续拉动。市场一致预期本季度Coherent营收约为19.86亿美元，同比增长31.65%，调整后每股收益约为1.62美元，同比增长76.71%，息税前利润约为4.27亿美元，同比增长56.40%；由于未获取到对本季度毛利率与净利润的明确预测值，相关预测信息不展示。上季度Coherent营收为18.06亿美元，同比增长20.54%；毛利率为37.66%；归属于母公司股东的净利润为1.91亿美元，净利率为10.60%；调整后每股收益为1.41美元，同比增长54.95%。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"财报前瞻｜Coherent本季度营收预计增长31.65%，机构观点偏正面","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656055055","title":"光通信概念股普遍上漲，其中，光模塊與光器件供應商Lumentum升逾10.5%，高意公司/相干公司Coherent重新漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2656055055","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656055055?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 23:49","pubTimestamp":1785858567,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU0444971666.USD","BK4141","LU1244550221.USD","LU2471134952.CNY","LU0466842654.USD","LU1303367103.USD","AVGW","LU2111349929.HKD","LU0320765489.SGD","LU2458330169.SGD","LU1732800096.USD","LU0949170772.SGD","LU1814569148.SGD","LU2456880835.USD","FAI","LU0823414551.USD","SG9999015978.USD","LU0731783394.SGD","LU0965508806.USD","LU0724617625.USD","LU0154236417.USD","LU2125154778.USD","LU0289961442.SGD","LU0109392836.USD","LU0823421416.USD","COHH","SPTE","IE00BQXX3C00.GBP","LU1934455277.USD","LU1732799900.SGD","IE00BKPKM429.USD","LU1691799644.USD","LU2279689827.SGD","LU1066051498.USD","LU2237443465.HKD","LU0345769128.USD","BK4527","IE0034235188.USD","NULC","LU2092937221.SGD","LU2089985449.USD","MTSI","IE0004091025.USD","SG9999015952.SGD","IE0009356076.USD","LU0889566641.SGD","LU0238689110.USD","LU2361045086.USD","IE00BLSP4452.SGD","LU1868836757.USD","FDTX","LU0345769631.USD","IE0001KFT4U8.USD","LU2999663052.SGD","LU0726765562.USD","LU1861220033.SGD","HK0000532082.HKD","LU2764263039.SGD","LU0985320562.USD","LU0788109477.HKD","LU0251132253.USD","LU1670711040.USD","LU0006306889.USD","LU0061474705.USD","LU1037948541.HKD","LU1868836914.USD","LU2750360641.GBP","LU1059921491.USD","LU1221951129.SGD","LU0354030438.USD","LU0057025933.USD","SG9999002224.SGD","LU2461242641.AUD","LU1145028129.USD","IE0009354923.USD","LU2462591277.SGD","LU0444973449.USD","LU1162221912.USD","LU2720916845.USD","BK4148","LU2764262908.HKD","LU2360106780.USD","LU1935042991.SGD","LU2462157665.USD","LITE","LU2506952170.USD","LU1066051225.USD","LU2211814178.USD","IE0004445015.USD","LU0957808578.USD","LU2764263203.CNY","IE00B4JS1V06.HKD","LU0225283273.USD","LU1169590202.USD","LU1261432733.SGD","LU2403377893.USD","ESLG","AAOX","IE00BJJMRX11.SGD","LU1551013425.SGD","LU2360108059.USD","LU0949170426.SGD","BK4598","GTEK","LU2023250843.SGD","LU0256863811.USD","LU0308772762.SGD","LU0417517546.SGD","IE00BFSS7M15.SGD","LU1670711123.USD","IE00BJLML261.HKD","LU0234572021.USD","BK4579","IE000M9KFDE8.USD","LU1084165304.USD","LU1992135399.USD","LU2065170008.USD","LU2433249047.HKD","LU0069063385.USD","LU0708994859.HKD","LU2087625088.SGD","LU0205193047.USD","LU2065169927.USD","LU1037948897.HKD","IE00BZ1G4Q59.USD","LU2417539215.USD","LU0979878070.USD","IE00B19Z4B17.USD","IE00BMPRXQ63.HKD","LU0048584097.USD","USD","IE00BMCWC346.EUR","LU1868836591.USD","LU2041044095.USD","IE00BVYPNQ40.USD","LU2237443978.SGD","LU0203201768.USD","SGXZ51526630.SGD","LU0683600562.USD","LU2023250504.SGD","LU0265550946.USD","LU0345770308.USD","LU1815333072.USD","IE00BKVL7J92.USD","LU0784383803.USD","LU0106261372.USD","LU2089284900.SGD","LU0097036916.USD","ARTY","LU2264538146.SGD","LU2473716301.USD","AIFD","BK4550","LU2746668974.SGD","LU0127658192.USD","BK4585","DTCR","LU1235294995.USD","CRDO","LU2168564495.EUR","LAZR","CHPX","LU1670627923.USD","XLK","LU0511384066.AUD","LU0545039389.USD","LU2506952097.USD","LU2298321311.HKD","IE00B66KJ199.SGD","BK4588","SG9999002232.USD","IE00B7SZL793.SGD","TEK","WUGI","IE00B3S45H60.SGD","QQQA","IE00B19Z9P08.USD","IE00BN8TJ469.HKD","LU0353189763.USD","COHX","LU1064131342.USD","BK4575","LU0784385170.HKD","LU1934455194.USD","LU0553294199.USD","LU1720051017.SGD","LU0823434740.USD","LU1366333091.USD","LU2168564222.USD","MRVL","IXN","IE00B3PB1722.GBP","LU1823568750.SGD","LU1232071149.USD","LU2272731600.USD","LU1623119135.USD","LU0274383776.USD","IE00B894F039.SGD","LU1323610961.USD","COHC","LU1645745479.HKD","LU0316494557.USD","LU2095319765.USD","LU2272731782.SGD","LU0345768153.USD","IE00BJTD4N35.SGD","LU2471134796.USD","AVGO","LU2102340556.USD","LU1923622614.USD","LU1670710588.SGD","LU1003077747.HKD","LU0689472784.USD","IE00B7KXQ091.USD","LU1720051108.HKD","IE00BVYPNV92.GBP","LU0964807845.USD","IE0031619046.USD","BK4533","LU0082616367.USD","LU0203345920.USD","LU2213496289.HKD","LU2133065610.SGD","LU0143551892.USD","LU2506951958.HKD","LU2294711713.HKD","LU0965509010.AUD","LU2210150020.SGD","XNTK","LU2265009873.SGD","LU2237443622.USD","LU2089283258.USD","LU1585245621.USD","LU0738911758.USD","BK4145","IE00BSNM7G36.USD","IE00BQXX3F31.USD","IE00BFXG1179.USD","HK0000914660.USD","LU0314104364.USD","LU1989764748.USD","LU1935043536.SGD","LU0345770993.USD","LU2250418816.HKD","LU1852331112.SGD","BK4020","LU2487616109.SGD","LU1066053197.SGD","LU0096362180.USD","LU0210536198.USD","SG9999001440.SGD","LU2750360997.AUD","LU0211327993.USD","LU0256863902.USD","HK0000914686.HKD","LU2360107168.USD","CGDG","LU0868494708.USD","LU1951200564.SGD","LU2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| 半導體、存儲、光通信概念股漲幅擴大，AAOI升逾17%、邁威爾科技升逾8%、閃迪、西部數據升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112328562","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112328562?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 19:18","pubTimestamp":1785842301,"startTime":"0","endTime":"0","summary":"8月4日，美股半导体板块盘前涨幅扩大，迈威尔科技涨超8%，AMD涨超5%、英特尔涨近5%，ARM涨超4%，阿斯麦、台积电涨超2%；存储概念股盘前集体拉升，闪迪、西部数据涨超5%，SK海力士、美光科技、希捷科技涨超4%；光通信概念股盘前持续走高，Applied Optoelectronics涨超17%，Coherent涨超16%，Lumentum Holdings、Fabrinet涨超11%，康宁涨超8%、Astera 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