<p>光子学对人工智能至关重要，数据中心是 2026 年商业的主要驱动力。大量的数据需要超快速、高带宽的传输，否则将面临传统铜线带来的瓶颈。</p>
<p>然而，光子学不仅仅对人工智能有用，太空是最需要它的地方。光子学被视为太空开发和商业化的绝对关键，因为它不仅能够实现所需的超快速通信，而且重量轻、体积小，能够实现更轻的航天器和更大的有效载荷，天然抗干扰，并且对遥感非常有用。遥感有许多应用，其中包括超昂贵的航天器和即将在未来几年内建设的空间站的机动和对接。</p>
<h2>Aeluma 推进商业化进程</h2>
<p>Aeluma NASDAQ: ALMU 是目前最具竞争力的光子学公司之一。它正在推进复合半导体技术和量子点激光器的开发，以为光子设备和可扩展的制造过程提供动力。</p>
<p>其异构集成平台将多种先进的共封装工艺整合到一个平台中，实现了市场颠覆所需的规模和效率。2026 年的催化剂包括其商业化路径，这一进程因最近获得的政府奖励而得到加强。</p>
<p>Aeluma 已获得超过 400 万美元的政府合同，包括来自 NASA 的合同，以推进其战略。预计到年底，收入将开始增长，但显著的增长预计要到 2028 年。投资者的机会在于尽早进入这只股票，在太空竞赛加速之前。预计今年的势头将随着 SpaceX 计划于春末或初夏上市而增强。</p>
<p>SpaceX 是最大的航天公司，主导着发射日程，拥有高达两位数的市场份额，并为航天领域带来了大量的机构投资。虽然火星仍然是最终目标，但近期的重点已转向月球基地，Starship 火箭机身将作为初始结构。目标是建立一个基于月球的制造经济，初步基地建设计划在 2028 年左右进行。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260511114524_chart-almu-5112026.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1200" height="648" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260511114524_chart-almu-5112026.png"/></p>
<h2>Coherent：人工智能推动业务，但也适用于太空</h2>
<p>Coherent Corp. NYSE: COHR 是市场上最具多样化的光学和光子学公司之一，制造一系列可靠的、高速的共封装产品，这些产品对人工智能基础设施至关重要。</p>
<p>它还制造能够承受太空恶劣条件的组件，并有望从即将到来的繁荣中受益。</p>
<p>目前，股价处于上升趋势中，得益于加速增长和超出预期的指引，这可能低估了未来的强劲表现。</p>
<p>即将推出的 Advanced Micro Devices NASDAQ: AMD MI450 系列将释放第二波数据中心需求，帮助 Coherent 维持其势头。</p>
<h2>Lumentum 点亮光子机会</h2>
<p>Lumentum NASDAQ: LITE 是另一家多元化的光子制造商，业务涉及太空。该公司生产一系列用于国防、航空航天和卫星应用的产品，预计在 2026 年将实现增长。</p>
<p>该业务受到人工智能和数据中心需求的支撑，预计在 2026 财年第三季度收入将加速增长 90%，并在未来几个季度保持强劲。股价的催化剂包括分析师情绪的上升和机构买入，这表明有强大的支撑基础和市场顺风。</p>
<p>股价走势反映了顺风的强度和未来的机会。截至 2026 年中期，LITE 和 COHR 股票的市场上涨了四位数百分比，并可能继续上升。</p>
<p>技术指标包括成交量上升和动能趋同，表明市场正在增强，除非基本面发生变化，否则不太可能逆转。唯一可能发生的基本面变化是强度的增加，因为人工智能工作负载变得更加密集，并依赖于可靠的高速通信。</p>
<h2>nLIGHT：专注于国防应用的激光</h2>
<p>nLIGHT NASDAQ: LASR 是一家专注于激光的光子公司，正处于战略转型中。该公司针对航空航天和国防应用，提供多种功率和输出尺寸的产品，能够满足广泛的最终用途。</p>
<p>2026 年的结果显示出加速的潜力，随着国防需求的上升，可能会进一步加速。在所有应用中，太空将是 nLIGHT 最强的催化剂，因为其半导体和光纤激光器对多种特定于太空的应用至关重要，包括火箭和发动机的先进制造，并积极设计特定于太空的传感和通信产品。</p>
<p>分析师对该公司的趋势非常强劲。尽管股价走势领先于共识，但 MarketBeat 报告的共识在过去 12 个月内增长了 300% 以上，高端目标提供了可观的上行空间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260511114419_charts-lasry-5112026.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1200" height="648" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260511114419_charts-lasry-5112026.png"/></p>
<p>可能的结果是 nLIGHT 的业务持续改善，并维持积极的修正周期。在这种情况下，nLIGHT 可以轻松实现其盈利预期，并在一段时间内保持上升趋势。</p>
<h2>你现在应该投资 1000 美元在 Aeluma 吗？</h2>
<p>在考虑 Aeluma 之前，你需要听听这个。</p>
<p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前...而 Aeluma 并不在名单上。</p>
<p>虽然 Aeluma 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

LASR

COHR

ALMU

Lumentum控股

<p>四家公司有望通过光子技术从太空商业化中受益：Aeluma、Coherent、Lumentum 和 nLIGHT。Aeluma 正在推进量子点激光器，并已获得超过 400 万美元的政府合同，预计到 2028 年将实现收入增长。Coherent 生产用于人工智能和太空的组件，其股票处于上升趋势。Lumentum 专注于国防和航空航天，预计将实现显著的收入增长。nLIGHT 针对航空航天和国防领域，获得了强大的分析师支持，并随着太空应用需求的增加，具有可观的上行潜力</p>

<p>Photonics is critical to AI, with data centers the primary driver of business in 2026. The vast amounts of data require ultrafast, high-bandwidth transmission, or else face the bottlenecks presented by traditional copper.</p>
<div class="lb-trans"><p>光子学对人工智能至关重要，数据中心是 2026 年商业的主要驱动力。大量的数据需要超快速、高带宽的传输，否则将面临传统铜线带来的瓶颈。</p>
</div><p>However, photonics is good for more than just AI, and space is the place where it is needed most. Photonics is viewed as absolutely critical for the development and commercialization of space, as it enables not only the ultra-fast communication required, but also is low-weight and smaller in size, enabling lighter craft and larger payloads, is naturally resistant to interference, and is useful for remote sensing. Remote sensing has many applications, among them the maneuvering and docking of ultra-expensive spacecraft and stations on track for construction in upcoming years.</p>
<div class="lb-trans"><p>然而，光子学不仅仅对人工智能有用，太空是最需要它的地方。光子学被视为太空开发和商业化的绝对关键，因为它不仅能够实现所需的超快速通信，而且重量轻、体积小，能够实现更轻的航天器和更大的有效载荷，天然抗干扰，并且对遥感非常有用。遥感有许多应用，其中包括超昂贵的航天器和即将在未来几年内建设的空间站的机动和对接。</p>
</div><h2>Aeluma Advances Commercialization Process</h2>
<div class="lb-trans"><h2>Aeluma 推进商业化进程</h2>
</div><p>Aeluma NASDAQ: ALMU is among the best-positioned photonics companies today. It is advancing both compound semiconductor technology and the development of quantum dot lasers to power photonic devices and scalable manufacturing processes.</p>
<div class="lb-trans"><p>Aeluma NASDAQ: ALMU 是目前最具竞争力的光子学公司之一。它正在推进复合半导体技术和量子点激光器的开发，以为光子设备和可扩展的制造过程提供动力。</p>
</div><p>Its Heterogeneous Integration Platform combines numerous advanced copackaging processes into a single platform, enabling both scale and efficiency that can disrupt the market. Catalysts in 2026 include its path to commercialization, which was amplified by recent government awards.</p>
<div class="lb-trans"><p>其异构集成平台将多种先进的共封装工艺整合到一个平台中，实现了市场颠覆所需的规模和效率。2026 年的催化剂包括其商业化路径，这一进程因最近获得的政府奖励而得到加强。</p>
</div><p>Aeluma has secured more than $4 million in government contracts, including from NASA, to advance its strategy. Revenue is expected to begin growing by year’s end, but significant gains are not expected until 2028. The opportunity for investors is getting into this stock early, before the race for space gains momentum. Momentum is expected to build this year, coinciding with the SpaceX IPO slated for late spring or early summer.</p>
<div class="lb-trans"><p>Aeluma 已获得超过 400 万美元的政府合同，包括来自 NASA 的合同，以推进其战略。预计到年底，收入将开始增长，但显著的增长预计要到 2028 年。投资者的机会在于尽早进入这只股票，在太空竞赛加速之前。预计今年的势头将随着 SpaceX 计划于春末或初夏上市而增强。</p>
</div><p>SpaceX is the single largest space company, dominating the launch schedule, commanding a high-double-digit market share, and opening the door to an influx of institutional investment in space. While Mars remains the endgame, the near-term focus has shifted to a moon base, with Starship rocket bodies serving as the initial structures. The goal is to establish a moon-based manufacturing economy, with initial base construction planned for sometime in 2028.</p>
<div class="lb-trans"><p>SpaceX 是最大的航天公司，主导着发射日程，拥有高达两位数的市场份额，并为航天领域带来了大量的机构投资。虽然火星仍然是最终目标，但近期的重点已转向月球基地，Starship 火箭机身将作为初始结构。目标是建立一个基于月球的制造经济，初步基地建设计划在 2028 年左右进行。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260511114524_chart-almu-5112026.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260511114524_chart-almu-5112026.png"/></p>
<h2>Coherent: AI Drives Business, But Good for Space, Too</h2>
<div class="lb-trans"><h2>Coherent：人工智能推动业务，但也适用于太空</h2>
</div><p>Coherent Corp. NYSE: COHR is among the most diversified optics and photonics companies on the market, making a range of reliable, high-speed and copackaged products critical for AI infrastructure.</p>
<div class="lb-trans"><p>Coherent Corp. NYSE: COHR 是市场上最具多样化的光学和光子学公司之一，制造一系列可靠的、高速的共封装产品，这些产品对人工智能基础设施至关重要。</p>
</div><p>It also manufactures components made to withstand the harsh conditions of space and is positioned to benefit from the upcoming boom.</p>
<div class="lb-trans"><p>它还制造能够承受太空恶劣条件的组件，并有望从即将到来的繁荣中受益。</p>
</div><p>As it stands, the stock price is in an uptrend, supported by accelerating growth and better-than-expected guidance that likely underestimates future strength.</p>
<div class="lb-trans"><p>目前，股价处于上升趋势中，得益于加速增长和超出预期的指引，这可能低估了未来的强劲表现。</p>
</div><p>\The upcoming launch of Advanced Micro Devices’ NASDAQ: AMD MI450 line will unleash a second wave of data center demand, helping Coherent sustain its momentum.</p>
<div class="lb-trans"><p>即将推出的 Advanced Micro Devices NASDAQ: AMD MI450 系列将释放第二波数据中心需求，帮助 Coherent 维持其势头。</p>
</div><h2>Lumentum Lights Up the Photonic Opportunity</h2>
<div class="lb-trans"><h2>Lumentum 点亮光子机会</h2>
</div><p>Lumentum NASDAQ: LITE is another well-diversified photonic manufacturer with business in space. The company produces a range of products for defense, aerospace, and satellite applications and is expected to grow in 2026.</p>
<div class="lb-trans"><p>Lumentum NASDAQ: LITE 是另一家多元化的光子制造商，业务涉及太空。该公司生产一系列用于国防、航空航天和卫星应用的产品，预计在 2026 年将实现增长。</p>
</div><p>The business is underpinned by AI and datacenter demand, driving revenue acceleration to 90% in fiscal Q3 2026 and expected to remain strong in upcoming quarters. Catalysts for the stock price include an uptrend in analysts' sentiment and institutional buying, which indicate a strong support base and a market tailwind.</p>
<div class="lb-trans"><p>该业务受到人工智能和数据中心需求的支撑，预计在 2026 财年第三季度收入将加速增长 90%，并在未来几个季度保持强劲。股价的催化剂包括分析师情绪的上升和机构买入，这表明有强大的支撑基础和市场顺风。</p>
</div><p>The stock price action reflects the strength of the tailwind and opportunity ahead. The market for LITE and COHR stock is up by quadruple-digit percentages as of mid-2026 and is likely to continue rising.</p>
<div class="lb-trans"><p>股价走势反映了顺风的强度和未来的机会。截至 2026 年中期，LITE 和 COHR 股票的市场上涨了四位数百分比，并可能继续上升。</p>
</div><p>The technicals include rising volume and convergent momentum, an indication of a strengthening market, unlikely to reverse course without a change in fundamentals. The only change in fundamentals likely to come is an increase in strength, as AI workloads become more intense and reliant on reliable, high-speed communications.</p>
<div class="lb-trans"><p>技术指标包括成交量上升和动能趋同，表明市场正在增强，除非基本面发生变化，否则不太可能逆转。唯一可能发生的基本面变化是强度的增加，因为人工智能工作负载变得更加密集，并依赖于可靠的高速通信。</p>
</div><h2>nLIGHT: Laser Focused on Defense Applications</h2>
<div class="lb-trans"><h2>nLIGHT：专注于国防应用的激光</h2>
</div><p>nLIGHT NASDAQ: LASR is a laser-focused photonics company amid a strategic shift. The company targets aerospace and defense applications, with products providing a range of power and output sizes, enabling a wide range of end uses.</p>
<div class="lb-trans"><p>nLIGHT NASDAQ: LASR 是一家专注于激光的光子公司，正处于战略转型中。该公司针对航空航天和国防应用，提供多种功率和输出尺寸的产品，能够满足广泛的最终用途。</p>
</div><p>Results in 2026 reveal acceleration and the potential for additional acceleration, as defense demand ramps higher. Of them all, space will be the strongest catalyst for nLIGHT as its semiconductor and fiber lasers are critical to a variety of space-specific applications, including advanced manufacturing of rockets and engines, and actively designs space-specific sensing and communications products.</p>
<div class="lb-trans"><p>2026 年的结果显示出加速的潜力，随着国防需求的上升，可能会进一步加速。在所有应用中，太空将是 nLIGHT 最强的催化剂，因为其半导体和光纤激光器对多种特定于太空的应用至关重要，包括火箭和发动机的先进制造，并积极设计特定于太空的传感和通信产品。</p>
</div><p>Analyst trends are robust for this company. Although the price action is leading the consensus, MarketBeat’s reported consensus increased by more than 300% on a trailing 12-month basis, with high-end targets offering substantial upside.</p>
<div class="lb-trans"><p>分析师对该公司的趋势非常强劲。尽管股价走势领先于共识，但 MarketBeat 报告的共识在过去 12 个月内增长了 300% 以上，高端目标提供了可观的上行空间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20260511114419_charts-lasry-5112026.png" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20260511114419_charts-lasry-5112026.png"/></p>
<p>The likely outcome is that nLIGHT’s business continues to improve and sustain the positive revision cycle. In this scenario, nLIGHT can easily grow into its earnings outlook and sustain an uptrend over time.</p>
<div class="lb-trans"><p>可能的结果是 nLIGHT 的业务持续改善，并维持积极的修正周期。在这种情况下，nLIGHT 可以轻松实现其盈利预期，并在一段时间内保持上升趋势。</p>
</div><h2>Should You Invest $1,000 in Aeluma Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Aeluma 吗？</h2>
</div><p>Before you consider Aeluma, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Aeluma 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Aeluma wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 跟踪华尔街顶级评级和表现最佳的研究分析师，以及他们每天推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐，现在就买入，以便在更广泛的市场意识到之前...而 Aeluma 并不在名单上。</p>
</div><p>While Aeluma currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Aeluma 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

在月球基地建成之前，这四家公司将会受益