---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42850322.md"
description: "$Coherent Corp.(COHR.US)和$希捷科技(STX.US)都漲了 11%，一個吃 800G/1.6T 光模塊的 AI 集羣需求、一個靠硬盤在 AI 存儲裏重新被搶貨；$Navitas Semiconductor(NVTS.US)漲了十幾個點、$Wolfspeed(WOLF.US)漲了八個點，氮化鎵和碳化硅的功率器件跟着數據中心電源走；$Tower半導體(TSEM.US)漲了 10%、$聯電(UMC.US)漲了幾個點，成熟製程代工的訂單也在回補😸"
datetime: "2026-07-22T09:50:27.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42850322.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42850322.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42850322.md)
author: "[显化资产九位数](https://longbridge.com/zh-HK/profiles/27121772.md)"
---

# $Coherent Corp.(COHR.US)和$希捷科技(STX.US)都漲了 11%，一個吃 …


### 相關股票

- [TSEM.US](https://longbridge.com/zh-HK/quote/TSEM.US.md)
- [COHR.US](https://longbridge.com/zh-HK/quote/COHR.US.md)
- [NVTS.US](https://longbridge.com/zh-HK/quote/NVTS.US.md)
- [UMC.US](https://longbridge.com/zh-HK/quote/UMC.US.md)
- [STX.US](https://longbridge.com/zh-HK/quote/STX.US.md)
- [WOLF.US](https://longbridge.com/zh-HK/quote/WOLF.US.md)

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