已收盘 09-04 16:00:00 美东时间
+0.470
+2.77%
“光进存退”引爆激辩!存储多头罕见转向唱多光通信,“白毛股神”坚守存储阵地;AAOI率先点火!Lumentum、Coherent财报能否再添“一把柴”?>>
08-11 19:17
The AI infrastructure trade faced a sharp reality check Tuesday as a selloff in optical component stocks spread to ETFs targeting a key but less-discussed part of the artificial intelligence boom: fiber optics and photonics. Shares of glass and fiber optics giant Corning Inc (NYSE:GLW) plunged 15% a...
07-29 01:57
今天开箱一个非常新的美股 ETF:FOTO。 这个 ticker 很直白。FOTO,即 photonics,也就是光子技术。 如果说 DRAM 讲的是数据怎么喂...
06-03 10:01
AAOI股价今年以来上涨约441%,远超同行Lumentum(166%)和Coherent(97%),其交易更像是动量交易,而非估值重估。 光连接成GPU集群关...
06-02 12:10
GraniteShares' New AI ETF filing highlights a growing interest in AI infrastructure and optical networking. Here's why this theme is important.
06-02 00:09
The FOTO ETF targets photonics stocks poised to benefit from the AI infrastructure boom and hyperscaler data center spending.
05-30 03:58