---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42049214.md"
description: "$Sensata科技控股(ST.US)/US/TTMII 涨了七个点，$POET Tech(POET.US) 小涨、$SIVERS SEMICONDUCTORS AB(SIVEF.US) 小跌，$Tuttle Capital Pure Play Photonics ETF(FOTO.US) 基本没动、$Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) 涨了四五个点——光子和 PCB 这块走得有点散。 $TTM 科技(TTMI.US) 吃 AI 服务器高多层 PCB 的涨价，节奏更顺；$POET Tech(POET.US)、$SIVERS SEMICONDUCTORS AB(SIVEF.US) 这种硅光小盘还在等真正的量产订单，弹性大但兑现慢。硅光是 AI 互联的下一站没错，只是从概念到收入这段路，小盘走得比 PCB 颠簸。"
datetime: "2026-06-22T10:13:04.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42049214.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42049214.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42049214.md)
author: "[珏](https://longbridge.com/zh-CN/profiles/28175121.md)"
---

# $Sensata科技控股(ST.US)/US/TTMII 涨了七个点，$POET Tech(POET…


### 相关股票

- [SIVEF.US](https://longbridge.com/zh-CN/quote/SIVEF.US.md)
- [TTMI.US](https://longbridge.com/zh-CN/quote/TTMI.US.md)
- [POET.US](https://longbridge.com/zh-CN/quote/POET.US.md)
- [FOTO.US](https://longbridge.com/zh-CN/quote/FOTO.US.md)
- [603166.CN](https://longbridge.com/zh-CN/quote/603166.CN.md)