Jefferies唱多光通信巨头：Coherent(COHR.US)和Lumentum(LITE.US)将借AI数据中心东风再攀高峰

智通财经2025-03-03

智通财经APP获悉，Jefferies表示，随着人工智能(AI)持续推动更快的互连速度需求，数据中心预计将迎来显著增长，从而带动网络市场需求上升。基于此，该投资机构已开始对Coherent(COHR.US)和Lumentum Holdings(LITE.US)进行覆盖，并给予“买入”评级。以Blayne Curtis为首的Jefferies分析师在一份投资者报告中表示：“Coherent的看涨论点...

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href=http://www.zhitongcaijing.com/content/detail/1256736.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Jefferies表示，随着人工智能(AI)持续推动更快的互连速度需求，数据中心预计将迎来显著增长，从而带动网络市场需求上升。基于此，该投资机构已开始对Coherent(COHR.US)和Lumentum Holdings(LITE.US)进行覆盖，并给予“买入”评级。以Blayne Curtis为首的Jefferies分析师在一份投资者报告中表示：“Coherent的看涨论点...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1256736.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2360107168.USD","symbol_name":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) 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AI data centers to climb new heights","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"COHR":1,"LITE":1},"content_text":"智通财经APP获悉，Jefferies表示，随着人工智能(AI)持续推动更快的互连速度需求，数据中心预计将迎来显著增长，从而带动网络市场需求上升。基于此，该投资机构已开始对Coherent(COHR.US)和Lumentum Holdings(LITE.US)进行覆盖，并给予“买入”评级。以Blayne Curtis为首的Jefferies分析师在一份投资者报告中表示：“Coherent的看涨论点并非依赖于某种炫目的技术转型来驱动市场份额，事实上恰恰相反。Coherent在当前400G(并有望在800G)的收发器市场中占据主导地位，但一系列失败的收购、重组及全面不必要的支出拖累了其表现。”Curtis补充道：“尽管市场对VCSELs在200G/通道的持续可行性存有担忧，但公司对其生产200G VCSEL产品的能力保持信心，同时其EML/SiPho业务也在稳步增长。”不过，Jefferies将Coherent的目标价从135美元下调至110美元。Coherent在2025财年第二季度报告了创纪录的14.3亿美元营收，同比增长27%。Coherent首席执行官Jim Anderson在财报电话会议上表示：“这一增长得益于多个领域的强劲表现，包括AI相关数据通信收发器的显著增长、电信收入连续第二个季度的环比增长，以及多个关键工业终端市场的持续扩张。”与此同时，Jefferies将Lumentum的目标价从110美元下调至100美元。Cuurtis指出：“与Coherent形成鲜明对比的是，Lumentum的叙事围绕技术转型展开。随着通道速度向200G/通道(1.6T所需)迈进，现有的VCSEL解决方案已证明效果不佳。目前的主要选择是EML，而Lumentum是仅有的三家激光生产商之一。EML激光市场已售罄至年底，推动了强劲的增长和积极的定价动态。虽然Lumentum在VCSEL领域的竞争历史并不成功，但向EML的转型使其市场定位更符合其专业优势。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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