반도체·하드웨어 · 리포트
Applied Optoelectronics fell 15% and Coherent dropped 13%, while Lumentum and Marvell sank 10%, as hyperscaler spending fears hit AI optics stocks.
The optics and interconnect sell-off ties valuations of AI optical component suppliers directly to hyperscaler spending expectations, so a capex slowdown could delay their orders.
업계 전문지Slicast · 2026년 10월 30일 17:37 UTC · 미국 · 출처: 24/7 Wall St.
중요도 40