Optical communication stocks rallied during regular trading on Thursday (October 1) as AI computing demand continues to spill over into the optical supply chain. Coherent (COHR.US) surged 11% to $320.39, leading the sector with an intraday high of $320.70. Lumentum (LITE.US) climbed 9% to $1,055.96, touching a session high of $1,078.04. AAO Inc (AAOI.US) rose 7% to $105.80, while Axcelis (AXTI.US) gained 6% to $82.09 and Corning (GLW.US) advanced 4% to $159.47. Marvell (MRVL.US) edged up 1% to $266.10, Nokia (NOK.US) rose 1% to $10.29, and POET (POET.US) gained 2% to $7.64.
On the news front, accelerating AI data center construction is driving surging demand for high-speed optical modules, with 800G and 1.6T module orders continuing to expand. Multiple sector names refreshed intraday highs, reflecting investor optimism about sustained industry 景气度. Among derivative products, 2x leveraged ETF LITX.US soared 17% while inverse product LITZ.US plunged 17%, demonstrating significant amplification effects.
Sector constituents
| Name | Ticker | Last | Change |
|---|---|---|---|
| LITX | LITX.US | 39.84 | +17.25% |
| AAOX | AAOX.US | 10.38 | +13.20% |
| Coherent | COHR.US | 320.39 | +11.32% |
| Lumentum | LITE.US | 1055.96 | +8.72% |
| AAO Inc | AAOI.US | 105.80 | +6.59% |
| Axcelis | AXTI.US | 82.09 | +6.05% |
| Corning | GLW.US | 159.47 | +3.71% |
| POET | POET.US | 7.64 | +2.14% |
| Nokia | NOK.US | 10.29 | +1.48% |
| MVLL | MVLL.US | 36.24 | +1.26% |
| Marvell | MRVL.US | 266.10 | +0.72% |
| LITZ | LITZ.US | 19.93 | -17.29% |