<p><strong>POET Technologies Plc</strong> 在周三经历了股价的急剧下跌后又有所回升。交易者在周一完成了一项高达 4 亿美元的注册直接发行后，积极抛售该股票。</p>
<p>此次融资涉及向单一机构投资者发行 1905 万股新普通股和相同数量的认股权证，每单位价格为 21 美元。</p>
<h2>空头卖家指控合作关系失效</h2>
<p>在波动性加剧的情况下，空头卖家公司 <strong>Night Market Research</strong> 在周五披露了对这家半导体公司的看空立场。在其发布的报告中，该公司指控 POET 系统性地夸大了其合作关系，并误导投资者关于其商业化时间表的信息。</p>
<p>Night Market Research 明确声称，关键的企业关系已经失效，指出 “<strong>Celestial AI</strong>/<strong>Marvell Technology Inc ( MRVL )</strong> 取消了产品订单，理由是 ‘披露问题’。” 空头卖家强调，Celestial AI 的一位高级产品管理总监表示 “自 2023 年以来，POET 没有在内部讨论过。”</p>
<h2>企业披露中的不一致</h2>
<p>空头报告还揭示了关于其他重要联盟的矛盾。尽管 POET 在其最新的财报中宣传与 LITEON 的合作关系，但报告称 LITEON 的总裁表示 “LITEON 并未与 [POET] 合作”，并且 “我们之间没有实际业务。”</p>
<p>此外，该公司在 2026 年 OFC 会议上进行的调查显示，<strong>富士康</strong>（也称为 <strong>鸿海精密工业</strong>，OTC:HNHAF）在两年前停止使用 POET。</p>
<p>POET Technologies ( POET ) 尚未立即回应 Benzinga 的评论请求。</p>
<h2>第一季度业绩疲软未达预期</h2>
<p>持续的下跌延续了由 2026 年第一季度财务结果疲软引发的高波动性。</p>
<p>POET 报告的 GAAP 每股亏损为 8 美分，超出预期，未能达到分析师共识预期的 5 美分每股。</p>
<p>尽管底线未达预期，但季度销售额达到 503,389 美元，超出分析师共识预期的 300,000 美元，依据 Benzinga Pro 的数据。</p>
<p><strong>POET 价格动态：</strong> 根据 Benzinga Pro 的数据，POET Technologies ( POET ) 的股票在周三发布时上涨了 7.15%，报 14.00 美元。在盘前交易中，股价下跌。</p>
<p>在过去一个月中，POET 上涨了约 90.6%，而标准普尔 500 指数上涨了 3.5%，年初至今上涨约 109%，相比之下该指数上涨了 7.0%。</p>
<p><em>图片来源：Proxima Studio on Shutterstock.com</em></p>

POET

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<p>POET Technologies（纳斯达克代码：POET）股票在周三大幅下跌，此前公司宣布进行 4 亿美元的融资，并且一份做空者报告指控其存在虚假合作关系。该报告声称关键合作关系已经失效，并与 POET 的披露相矛盾。此外，尽管销售额超出预期，POET 在 2026 年第一季度报告的 GAAP 每股亏损为 8 美分，超出市场预期。发布时，股票上涨了 7.15%，报 14.00 美元，过去一个月上涨约 90.6%</p>

<p><strong>POET Technologies Plc</strong> witnessed a sharp decline followed by a recovery in its stock price on Wednesday. Traders actively sold off the equity in the market following the closing of a massive $400 million registered direct offering on Monday.</p>
<div class="lb-trans"><p><strong>POET Technologies Plc</strong> 在周三经历了股价的急剧下跌后又有所回升。交易者在周一完成了一项高达 4 亿美元的注册直接发行后，积极抛售该股票。</p>
</div><p>The capital raise involved issuing 19.05 million new common units and an equal number of warrants to a single institutional investor at $21 per unit.</p>
<div class="lb-trans"><p>此次融资涉及向单一机构投资者发行 1905 万股新普通股和相同数量的认股权证，每单位价格为 21 美元。</p>
</div><h2>Short Seller Alleges Dead Partnerships</h2>
<div class="lb-trans"><h2>空头卖家指控合作关系失效</h2>
</div><p>Compounding the volatility, short-seller firm <strong>Night Market Research</strong> disclosed a bearish position against the semiconductor company on Friday. In its published note, the firm alleged that POET has systematically overstated its partnerships and misled investors about its commercialization timeline.</p>
<div class="lb-trans"><p>在波动性加剧的情况下，空头卖家公司 <strong>Night Market Research</strong> 在周五披露了对这家半导体公司的看空立场。在其发布的报告中，该公司指控 POET 系统性地夸大了其合作关系，并误导投资者关于其商业化时间表的信息。</p>
</div><p>Night Market Research explicitly claimed that key corporate relationships are defunct, stating, &#34; <strong>Celestial AI</strong>/ <strong>Marvell Technology Inc ( MRVL )</strong> canceled product orders, citing ‘disclosure issues.'&#34; The short seller highlighted that a Senior Director of Product Management at Celestial AI stated that &#34;POET hasn't been discussed internally since 2023.&#34;</p>
<div class="lb-trans"><p>Night Market Research 明确声称，关键的企业关系已经失效，指出 “<strong>Celestial AI</strong>/<strong>Marvell Technology Inc ( MRVL )</strong> 取消了产品订单，理由是 ‘披露问题’。” 空头卖家强调，Celestial AI 的一位高级产品管理总监表示 “自 2023 年以来，POET 没有在内部讨论过。”</p>
</div><h2>Discrepancies In Corporate Disclosures</h2>
<div class="lb-trans"><h2>企业披露中的不一致</h2>
</div><p>The short-seller report also brought to light contradictions regarding other prominent alliances. While POET touted a partnership with LITEON in its latest earnings release, the note claims LITEON's President stated, &#34;LITEON doesn't cooperate with [POET]&#34; and &#34;there isn't actual business between us.&#34;</p>
<div class="lb-trans"><p>空头报告还揭示了关于其他重要联盟的矛盾。尽管 POET 在其最新的财报中宣传与 LITEON 的合作关系，但报告称 LITEON 的总裁表示 “LITEON 并未与 [POET] 合作”，并且 “我们之间没有实际业务。”</p>
</div><p>Furthermore, checks conducted by the firm at the OFC 2026 conference indicated that <strong>Foxconn</strong>, also known as <strong>Hon Hai Precision Industry</strong> (OTC:HNHAF), stopped using POET two years ago.</p>
<div class="lb-trans"><p>此外，该公司在 2026 年 OFC 会议上进行的调查显示，<strong>富士康</strong>（也称为 <strong>鸿海精密工业</strong>，OTC:HNHAF）在两年前停止使用 POET。</p>
</div><p>Poet Technologies ( POET ) did not immediately respond to Benzinga's request for comment.</p>
<div class="lb-trans"><p>POET Technologies ( POET ) 尚未立即回应 Benzinga 的评论请求。</p>
</div><h2>Weak Q1 Earnings Miss Estimates</h2>
<div class="lb-trans"><h2>第一季度业绩疲软未达预期</h2>
</div><p>The ongoing drop continues a wave of high volatility originally set off by the weak first quarter of 2026 financial results reported on Thursday.</p>
<div class="lb-trans"><p>持续的下跌延续了由 2026 年第一季度财务结果疲软引发的高波动性。</p>
</div><p>POET posted a wider-than-expected GAAP loss of 8 cents per share, missing the analyst consensus estimate of 5 cents per share.</p>
<div class="lb-trans"><p>POET 报告的 GAAP 每股亏损为 8 美分，超出预期，未能达到分析师共识预期的 5 美分每股。</p>
</div><p>Despite the bottom-line miss, quarterly sales reached $503,389, beating the analyst consensus estimate of $300,000, according to Benzinga Pro.</p>
<div class="lb-trans"><p>尽管底线未达预期，但季度销售额达到 503,389 美元，超出分析师共识预期的 300,000 美元，依据 Benzinga Pro 的数据。</p>
</div><p><strong>POET Price Action:</strong> POET Technologies ( POET ) shares were up 7.15% at $14.00 at the time of publication on Wednesday, according to Benzinga Pro data. In the premarket, the stock was down.</p>
<div class="lb-trans"><p><strong>POET 价格动态：</strong> 根据 Benzinga Pro 的数据，POET Technologies ( POET ) 的股票在周三发布时上涨了 7.15%，报 14.00 美元。在盘前交易中，股价下跌。</p>
</div><p>Over the past month, POET has gained about 90.6% versus a 3.5% rise in the S&amp;P 500 and is up roughly 109% year-to-date compared to the index's 7.0% gain.</p>
<div class="lb-trans"><p>在过去一个月中，POET 上涨了约 90.6%，而标准普尔 500 指数上涨了 3.5%，年初至今上涨约 109%，相比之下该指数上涨了 7.0%。</p>
</div><p><em>Photo Courtesy: Proxima Studio on Shutterstock.com</em></p>
<div class="lb-trans"><p><em>图片来源：Proxima Studio on Shutterstock.com</em></p>
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POET 股票在周三有什么动态？