<p><strong>POET Technologies Plc</strong> 在週三經歷了股價的急劇下跌後又有所回升。交易者在週一完成了一項高達 4 億美元的註冊直接發行後，積極拋售該股票。</p>
<p>此次融資涉及向單一機構投資者發行 1905 萬股新普通股和相同數量的認股權證，每單位價格為 21 美元。</p>
<h2>空頭賣家指控合作關係失效</h2>
<p>在波動性加劇的情況下，空頭賣家公司 <strong>Night Market Research</strong> 在週五披露了對這家半導體公司的看空立場。在其發佈的報告中，該公司指控 POET 系統性地誇大了其合作關係，並誤導投資者關於其商業化時間表的信息。</p>
<p>Night Market Research 明確聲稱，關鍵的企業關係已經失效，指出 “<strong>Celestial AI</strong>/<strong>Marvell Technology Inc ( MRVL )</strong> 取消了產品訂單，理由是 ‘披露問題’。” 空頭賣家強調，Celestial AI 的一位高級產品管理總監表示 “自 2023 年以來，POET 沒有在內部討論過。”</p>
<h2>企業披露中的不一致</h2>
<p>空頭報告還揭示了關於其他重要聯盟的矛盾。儘管 POET 在其最新的財報中宣傳與 LITEON 的合作關係，但報告稱 LITEON 的總裁表示 “LITEON 並未與 [POET] 合作”，並且 “我們之間沒有實際業務。”</p>
<p>此外，該公司在 2026 年 OFC 會議上進行的調查顯示，<strong>富士康</strong>（也稱為 <strong>鴻海精密工業</strong>，OTC:HNHAF）在兩年前停止使用 POET。</p>
<p>POET Technologies ( POET ) 尚未立即回應 Benzinga 的評論請求。</p>
<h2>第一季度業績疲軟未達預期</h2>
<p>持續的下跌延續了由 2026 年第一季度財務結果疲軟引發的高波動性。</p>
<p>POET 報告的 GAAP 每股虧損為 8 美分，超出預期，未能達到分析師共識預期的 5 美分每股。</p>
<p>儘管底線未達預期，但季度銷售額達到 503,389 美元，超出分析師共識預期的 300,000 美元，依據 Benzinga Pro 的數據。</p>
<p><strong>POET 價格動態：</strong> 根據 Benzinga Pro 的數據，POET Technologies ( POET ) 的股票在週三發佈時上漲了 7.15%，報 14.00 美元。在盤前交易中，股價下跌。</p>
<p>在過去一個月中，POET 上漲了約 90.6%，而標準普爾 500 指數上漲了 3.5%，年初至今上漲約 109%，相比之下該指數上漲了 7.0%。</p>
<p><em>圖片來源：Proxima Studio on Shutterstock.com</em></p>

POET

納斯達克半導體 ETF - First Trust

半導體 3 倍做多 - Direxion

費城交易所 半導體 ETF - iShares

動態半導體 ETF - Invesco

半導體 ETF - VanEck Vectors

標普半導體 ETF - SPDR

<p>POET Technologies（納斯達克代碼：POET）股票在週三大幅下跌，此前公司宣佈進行 4 億美元的融資，並且一份做空者報告指控其存在虛假合作關係。該報告聲稱關鍵合作關係已經失效，並與 POET 的披露相矛盾。此外，儘管銷售額超出預期，POET 在 2026 年第一季度報告的 GAAP 每股虧損為 8 美分，超出市場預期。發佈時，股票上漲了 7.15%，報 14.00 美元，過去一個月上漲約 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> 在週三經歷了股價的急劇下跌後又有所回升。交易者在週一完成了一項高達 4 億美元的註冊直接發行後，積極拋售該股票。</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>此次融資涉及向單一機構投資者發行 1905 萬股新普通股和相同數量的認股權證，每單位價格為 21 美元。</p>
</div><h2>Short Seller Alleges Dead Partnerships</h2>
<div class="lb-trans"><h2>空頭賣家指控合作關係失效</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>在波動性加劇的情況下，空頭賣家公司 <strong>Night Market Research</strong> 在週五披露了對這家半導體公司的看空立場。在其發佈的報告中，該公司指控 POET 系統性地誇大了其合作關係，並誤導投資者關於其商業化時間表的信息。</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 明確聲稱，關鍵的企業關係已經失效，指出 “<strong>Celestial AI</strong>/<strong>Marvell Technology Inc ( MRVL )</strong> 取消了產品訂單，理由是 ‘披露問題’。” 空頭賣家強調，Celestial AI 的一位高級產品管理總監表示 “自 2023 年以來，POET 沒有在內部討論過。”</p>
</div><h2>Discrepancies In Corporate Disclosures</h2>
<div class="lb-trans"><h2>企業披露中的不一致</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>空頭報告還揭示了關於其他重要聯盟的矛盾。儘管 POET 在其最新的財報中宣傳與 LITEON 的合作關係，但報告稱 LITEON 的總裁表示 “LITEON 並未與 [POET] 合作”，並且 “我們之間沒有實際業務。”</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，該公司在 2026 年 OFC 會議上進行的調查顯示，<strong>富士康</strong>（也稱為 <strong>鴻海精密工業</strong>，OTC:HNHAF）在兩年前停止使用 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 ) 尚未立即回應 Benzinga 的評論請求。</p>
</div><h2>Weak Q1 Earnings Miss Estimates</h2>
<div class="lb-trans"><h2>第一季度業績疲軟未達預期</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>持續的下跌延續了由 2026 年第一季度財務結果疲軟引發的高波動性。</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 報告的 GAAP 每股虧損為 8 美分，超出預期，未能達到分析師共識預期的 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>儘管底線未達預期，但季度銷售額達到 503,389 美元，超出分析師共識預期的 300,000 美元，依據 Benzinga Pro 的數據。</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 價格動態：</strong> 根據 Benzinga Pro 的數據，POET Technologies ( POET ) 的股票在週三發佈時上漲了 7.15%，報 14.00 美元。在盤前交易中，股價下跌。</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>在過去一個月中，POET 上漲了約 90.6%，而標準普爾 500 指數上漲了 3.5%，年初至今上漲約 109%，相比之下該指數上漲了 7.0%。</p>
</div><p><em>Photo Courtesy: Proxima Studio on Shutterstock.com</em></p>
<div class="lb-trans"><p><em>圖片來源：Proxima Studio on Shutterstock.com</em></p>
</div>

POET 股票在週三有什麼動態？