分析师观点与评级 - 投行Jefferies重申对Coherent的“买入”评级[1] 财务表现 - 第三季度营收达18.1亿美元，同比增长21%，超出Zacks一致预期1.46%[2] - 非GAAP每股收益为1.41美元，较上年同期增长0.50美元，符合分析师预期[3] - 公司已连续四个季度在营收和每股收益上超出市场预期[4] 业务驱动因素 - 业绩增长主要得益于数据中心和通信业务领域的“异常强劲”需求[4] 市场表现与估值 - 股价当日上涨2.66%，收于344.67美元，接近其52周高点364.80美元[5] - 公司当前市值约为546.6亿美元[5]

After artificial intelligence applications took the world by storm and the focus shifted to building the most advanced AI models, attention has turned to another part of the AI pipeline: infrastructure. Big tech stocks have committed hundreds of billions just this year to build out data centers and other important AI infrastructure. With this, new attention has turned to the hardware (and hardware companies) that make the products populating these data centers and enable them to run at scale and efficiently ...