<p>光子學對人工智能至關重要，數據中心是 2026 年商業的主要驅動力。大量的數據需要超快速、高帶寬的傳輸，否則將面臨傳統銅線帶來的瓶頸。</p>
<p>然而，光子學不僅僅對人工智能有用，太空是最需要它的地方。光子學被視為太空開發和商業化的絕對關鍵，因為它不僅能夠實現所需的超快速通信，而且重量輕、體積小，能夠實現更輕的航天器和更大的有效載荷，天然抗干擾，並且對遙感非常有用。遙感有許多應用，其中包括超昂貴的航天器和即將在未來幾年內建設的空間站的機動和對接。</p>
<h2>Aeluma 推進商業化進程</h2>
<p>Aeluma NASDAQ: ALMU 是目前最具競爭力的光子學公司之一。它正在推進複合半導體技術和量子點激光器的開發，以為光子設備和可擴展的製造過程提供動力。</p>
<p>其異構集成平台將多種先進的共封裝工藝整合到一個平台中，實現了市場顛覆所需的規模和效率。2026 年的催化劑包括其商業化路徑，這一進程因最近獲得的政府獎勵而得到加強。</p>
<p>Aeluma 已獲得超過 400 萬美元的政府合同，包括來自 NASA 的合同，以推進其戰略。預計到年底，收入將開始增長，但顯著的增長預計要到 2028 年。投資者的機會在於儘早進入這隻股票，在太空競賽加速之前。預計今年的勢頭將隨着 SpaceX 計劃於春末或初夏上市而增強。</p>
<p>SpaceX 是最大的航天公司，主導着發射日程，擁有高達兩位數的市場份額，併為航天領域帶來了大量的機構投資。雖然火星仍然是最終目標，但近期的重點已轉向月球基地，Starship 火箭機身將作為初始結構。目標是建立一個基於月球的製造經濟，初步基地建設計劃在 2028 年左右進行。</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：人工智能推動業務，但也適用於太空</h2>
<p>Coherent Corp. NYSE: COHR 是市場上最具多樣化的光學和光子學公司之一，製造一系列可靠的、高速的共封裝產品，這些產品對人工智能基礎設施至關重要。</p>
<p>它還製造能夠承受太空惡劣條件的組件，並有望從即將到來的繁榮中受益。</p>
<p>目前，股價處於上升趨勢中，得益於加速增長和超出預期的指引，這可能低估了未來的強勁表現。</p>
<p>即將推出的 Advanced Micro Devices NASDAQ: AMD MI450 系列將釋放第二波數據中心需求，幫助 Coherent 維持其勢頭。</p>
<h2>Lumentum 點亮光子機會</h2>
<p>Lumentum NASDAQ: LITE 是另一家多元化的光子製造商，業務涉及太空。該公司生產一系列用於國防、航空航天和衞星應用的產品，預計在 2026 年將實現增長。</p>
<p>該業務受到人工智能和數據中心需求的支撐，預計在 2026 財年第三季度收入將加速增長 90%，並在未來幾個季度保持強勁。股價的催化劑包括分析師情緒的上升和機構買入，這表明有強大的支撐基礎和市場順風。</p>
<p>股價走勢反映了順風的強度和未來的機會。截至 2026 年中期，LITE 和 COHR 股票的市場上漲了四位數百分比，並可能繼續上升。</p>
<p>技術指標包括成交量上升和動能趨同，表明市場正在增強，除非基本面發生變化，否則不太可能逆轉。唯一可能發生的基本面變化是強度的增加，因為人工智能工作負載變得更加密集，並依賴於可靠的高速通信。</p>
<h2>nLIGHT：專注於國防應用的激光</h2>
<p>nLIGHT NASDAQ: LASR 是一家專注於激光的光子公司，正處於戰略轉型中。該公司針對航空航天和國防應用，提供多種功率和輸出尺寸的產品，能夠滿足廣泛的最終用途。</p>
<p>2026 年的結果顯示出加速的潛力，隨着國防需求的上升，可能會進一步加速。在所有應用中，太空將是 nLIGHT 最強的催化劑，因為其半導體和光纖激光器對多種特定於太空的應用至關重要，包括火箭和發動機的先進製造，並積極設計特定於太空的傳感和通信產品。</p>
<p>分析師對該公司的趨勢非常強勁。儘管股價走勢領先於共識，但 MarketBeat 報告的共識在過去 12 個月內增長了 300% 以上，高端目標提供了可觀的上行空間。</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>可能的結果是 nLIGHT 的業務持續改善，並維持積極的修正週期。在這種情況下，nLIGHT 可以輕鬆實現其盈利預期，並在一段時間內保持上升趨勢。</p>
<h2>你現在應該投資 1000 美元在 Aeluma 嗎？</h2>
<p>在考慮 Aeluma 之前，你需要聽聽這個。</p>
<p>MarketBeat 跟蹤華爾街頂級評級和表現最佳的研究分析師，以及他們每天推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦，現在就買入，以便在更廣泛的市場意識到之前...而 Aeluma 並不在名單上。</p>
<p>雖然 Aeluma 目前在分析師中獲得了中等買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

LASR

COHR

ALMU

Lumentum控股

<p>四家公司有望通過光子技術從太空商業化中受益：Aeluma、Coherent、Lumentum 和 nLIGHT。Aeluma 正在推進量子點激光器，並已獲得超過 400 萬美元的政府合同，預計到 2028 年將實現收入增長。Coherent 生產用於人工智能和太空的組件，其股票處於上升趨勢。Lumentum 專注於國防和航空航天，預計將實現顯著的收入增長。nLIGHT 針對航空航天和國防領域，獲得了強大的分析師支持，並隨着太空應用需求的增加，具有可觀的上行潛力</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>光子學對人工智能至關重要，數據中心是 2026 年商業的主要驅動力。大量的數據需要超快速、高帶寬的傳輸，否則將面臨傳統銅線帶來的瓶頸。</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，光子學不僅僅對人工智能有用，太空是最需要它的地方。光子學被視為太空開發和商業化的絕對關鍵，因為它不僅能夠實現所需的超快速通信，而且重量輕、體積小，能夠實現更輕的航天器和更大的有效載荷，天然抗干擾，並且對遙感非常有用。遙感有許多應用，其中包括超昂貴的航天器和即將在未來幾年內建設的空間站的機動和對接。</p>
</div><h2>Aeluma Advances Commercialization Process</h2>
<div class="lb-trans"><h2>Aeluma 推進商業化進程</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 是目前最具競爭力的光子學公司之一。它正在推進複合半導體技術和量子點激光器的開發，以為光子設備和可擴展的製造過程提供動力。</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>其異構集成平台將多種先進的共封裝工藝整合到一個平台中，實現了市場顛覆所需的規模和效率。2026 年的催化劑包括其商業化路徑，這一進程因最近獲得的政府獎勵而得到加強。</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 已獲得超過 400 萬美元的政府合同，包括來自 NASA 的合同，以推進其戰略。預計到年底，收入將開始增長，但顯著的增長預計要到 2028 年。投資者的機會在於儘早進入這隻股票，在太空競賽加速之前。預計今年的勢頭將隨着 SpaceX 計劃於春末或初夏上市而增強。</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，主導着發射日程，擁有高達兩位數的市場份額，併為航天領域帶來了大量的機構投資。雖然火星仍然是最終目標，但近期的重點已轉向月球基地，Starship 火箭機身將作為初始結構。目標是建立一個基於月球的製造經濟，初步基地建設計劃在 2028 年左右進行。</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：人工智能推動業務，但也適用於太空</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 是市場上最具多樣化的光學和光子學公司之一，製造一系列可靠的、高速的共封裝產品，這些產品對人工智能基礎設施至關重要。</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>它還製造能夠承受太空惡劣條件的組件，並有望從即將到來的繁榮中受益。</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，股價處於上升趨勢中，得益於加速增長和超出預期的指引，這可能低估了未來的強勁表現。</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>即將推出的 Advanced Micro Devices NASDAQ: AMD MI450 系列將釋放第二波數據中心需求，幫助 Coherent 維持其勢頭。</p>
</div><h2>Lumentum Lights Up the Photonic Opportunity</h2>
<div class="lb-trans"><h2>Lumentum 點亮光子機會</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製造商，業務涉及太空。該公司生產一系列用於國防、航空航天和衞星應用的產品，預計在 2026 年將實現增長。</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>該業務受到人工智能和數據中心需求的支撐，預計在 2026 財年第三季度收入將加速增長 90%，並在未來幾個季度保持強勁。股價的催化劑包括分析師情緒的上升和機構買入，這表明有強大的支撐基礎和市場順風。</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>股價走勢反映了順風的強度和未來的機會。截至 2026 年中期，LITE 和 COHR 股票的市場上漲了四位數百分比，並可能繼續上升。</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>技術指標包括成交量上升和動能趨同，表明市場正在增強，除非基本面發生變化，否則不太可能逆轉。唯一可能發生的基本面變化是強度的增加，因為人工智能工作負載變得更加密集，並依賴於可靠的高速通信。</p>
</div><h2>nLIGHT: Laser Focused on Defense Applications</h2>
<div class="lb-trans"><h2>nLIGHT：專注於國防應用的激光</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 是一家專注於激光的光子公司，正處於戰略轉型中。該公司針對航空航天和國防應用，提供多種功率和輸出尺寸的產品，能夠滿足廣泛的最終用途。</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 年的結果顯示出加速的潛力，隨着國防需求的上升，可能會進一步加速。在所有應用中，太空將是 nLIGHT 最強的催化劑，因為其半導體和光纖激光器對多種特定於太空的應用至關重要，包括火箭和發動機的先進製造，並積極設計特定於太空的傳感和通信產品。</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>分析師對該公司的趨勢非常強勁。儘管股價走勢領先於共識，但 MarketBeat 報告的共識在過去 12 個月內增長了 300% 以上，高端目標提供了可觀的上行空間。</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>可能的結果是 nLIGHT 的業務持續改善，並維持積極的修正週期。在這種情況下，nLIGHT 可以輕鬆實現其盈利預期，並在一段時間內保持上升趨勢。</p>
</div><h2>Should You Invest $1,000 in Aeluma Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Aeluma 嗎？</h2>
</div><p>Before you consider Aeluma, you'll want to hear this.</p>
<div class="lb-trans"><p>在考慮 Aeluma 之前，你需要聽聽這個。</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 跟蹤華爾街頂級評級和表現最佳的研究分析師，以及他們每天推薦給客户的股票。MarketBeat 已識別出五隻股票，頂級分析師正在悄悄地向客户推薦，現在就買入，以便在更廣泛的市場意識到之前...而 Aeluma 並不在名單上。</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>雖然 Aeluma 目前在分析師中獲得了中等買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
</div>

在月球基地建成之前，這四家公司將會受益