---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42049214.md"
description: "$Sensata科技控股(ST.US)/US/TTMII 漲了七個點，$POET Tech(POET.US) 小漲、$SIVERS SEMICONDUCTORS AB(SIVEF.US) 小跌，$Tuttle Capital Pure Play Photonics ETF(FOTO.US) 基本沒動、$Corgi Lithography & Smcndctr Phtncs ETF(EUV.US) 漲了四五個點——光子和 PCB 這塊走得有點散。 $TTM 科技(TTMI.US) 吃 AI 服務器高多層 PCB 的漲價，節奏更順；$POET Tech(POET.US)、$SIVERS SEMICONDUCTORS AB(SIVEF.US) 這種硅光小盤還在等真正的量產訂單，彈性大但兑現慢。硅光是 AI 互聯的下一站沒錯，只是從概念到收入這段路，小盤走得比 PCB 顛簸。"
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-HK/profiles/28175121.md)"
---

# $Sensata科技控股(ST.US)/US/TTMII 漲了七個點，$POET Tech(POET…


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