Coherent

題材歸屬

• AI Networking / Optical — NVIDIA 用股權買下一條互連帶（NOK / COHR / MRVL / CRWV）hotPrimary

  Coherent — NVDA Q1 2026 13F 持股；2026-03 推 CHR1074 quad TIA 224Gbps for 800G/1.6T；DC&C 部門 Q3 2026 營收 $1.36B (+41% YoY)、佔總營收 75%；CEO 揭與 NVDA 合作「equity + multi-billion R&D」two-part

• CPO 題材 — 共封裝光學從敘事到出貨hotPrimary

  NVIDIA $2B 投資（2026-03），CPO 主動光源 + transceiver 主供

財報 highlight

競爭對手

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。

• LumentumLITE
• Marvell TechnologyMRVL
• BroadcomAVGO
• 光聖科技6442.TWO

新聞 timeline

• Coherent ($COHR) DD – One of the Most Overlooked AI ... - Reddit
  2026-06-10 · reddit.com

  This stock can move HARD after earnings. Not a safe low-volatility play. ---. # My take. I think the market still misunderstands Coherent.

• Coherent Corp (COHR)
  2026-06-10 · morningstar.com

  [](https://www.morningstar.com/login?destination=https://www.morningstar.com/stocks/xnys/cohr/quote). * [Stocks](https://www.morningstar.com/stocks). * [Stocks](https://www.morningstar.com/stocks). * [All Products and Services](https://www.morningstar.com/business). 2. [Stocks](https://www.morningstar.com/stocks). * [Summary](https://www.morningstar.com/stocks/xnys/cohr/quote). * [Chart](https://www.morningstar.com/stocks/xnys/cohr/chart). * [News](https://www.morningstar.com/stocks/xnys/cohr/news). * [Price vs Fair Value](https://www.morningstar.com/stocks/xnys/cohr/price-fair-value). * [Sustainability](https://www.morningstar.com/stocks/xnys/cohr/sustainability). * [Trailing Returns](https://www.morningstar.com/stocks/xnys/cohr/trailing-returns). * [Key Metrics](htt

• COHR - COHERENT CORP | Stock Quotes from Fidelity Investments
  2026-06-10 · digital.fidelity.com

  (COHR - COHERENT CORP) · company profile · Coherent (COHR) is trading at 355.94. Open Price: 407.075; Previous close: 355.94; Previous close: 401.93; P/E Ratio

• Coherent: COHR Stock Price Quote & News | Robinhood
  2026-06-10 · robinhood.com

  #### Trade Coherent 24 hours a day, five days a week on Robinhood. ## Stock Snapshot. As of today, Coherent(COHR) shares are valued at $398.85. As of 2026-06-08, Coherent(COHR) stock has fluctuated between $383.85 and $402.01. The current price stands at $398.85, placing the stock +3.9% above today's low and -0.8% off the high. The Coherent(COHR)'s current trading volume is 214.3K, compared to an average daily volume of 5.99M. During the past year, Coherent(COHR) stock moved between $76.88 at its lowest and $440.00 at its peak. During the past year, Coherent(COHR) stock moved between $76.88 at its lowest and $440.00 at its peak. [Flowserve](/us/en/stocks/FLS). [Cognex](/us/en/stocks/CGNX). [ResMed](/us/en/stocks/RMD). [Cadence Design Systems](/us/en/stocks/CDNS). [WisdomTree Japan Hedged E

• Coherent Corp. (COHR) Stock Price, Quote, News & Analysis
  2026-06-10 · seekingalpha.com

  Make informed decisions with the data, context, and analysis behind today’s market moves, with unlimited access to breaking stock news and free investing newsletters. # COHR Coherent Corp. ## COHR Stock Price. ## COHR Analysis. ### Coherent: This Party Is Here To Stay. ### Coherent: Wait For Earnings To Catch Up To Valuations. ### Coherent's AI Infrastructure Positioning Has Changed The Valuation Debate. ### Lumentum Vs. Coherent: Why LITE Is The Superior AI Infrastructure Play. ### Why Coherent's Rally May Continue Higher. ### Coherent: A Cautious Buy Despite Hefty Valuation. ### Coherent Is The Ultimate AI Bottleneck Play. ### Coherent's Hidden Bottleneck Is Powering This Rally. ## COHR News. ### Here's the full list of business executives invited to go with Trump to China. ### Coherent