Serenity展望CPO股财报周：预计LITE财报非常强劲，但定价往往在财报公布前发生

Serenity展望CPO股财报周：预计LITE财报非常强劲，但定价往往在财报公布前发生

2026-08-10 10:25

ChainThink 消息，8 月 10 日，据 Serenity 在 X 平台消息，本周 Lumentum、Coherent、CoreWeave 等美股光模块及算力基建公司将密集发布财报，其对 CPO 股财报周作出展望。

Serenity 表示，AAOI 刚公布的 Q2 2026 财报显示，光学收发器需求存在 20% 至 40% 的不平衡，激光器是主要瓶颈。

POET 6 月 AGM 也提到，三大激光供应商未来两年产能已完全售罄，英伟达已通过投资锁定供给。

Serenity 称其不预测财报后股价涨跌，因多数情况下类似“抛硬币”，但很多定价往往在财报公布前发生，除非出现非常意外的情况。其预计 LITE 财报将非常强劲。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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