On June 15, COHERENT rose 3.02% overnight, trading at 398.0 USD/share, with turnover of 104.31万美元.

On the news front, the stock continues its oversold recovery following the sharp selloff triggered by a SemiAnalysis bearish report on CPO commercialization timelines published on June 9, which caused COHERENT to plunge over 11% in a single session. The report argued that large-scale CPO deployment has been pushed back to 2028-2029, well beyond the market's prior expectation of full-scale ramp in 2027, citing low optical engine yields, high co-packaging integration difficulty, and unfavorable system-level cost economics.

Countering this narrative, NVIDIA executives publicly stated that CPO expansion and delivery will proceed as planned in the second half of the year, effectively offsetting market panic. Additionally, JPMorgan maintained its overweight rating on the stock, further bolstering sentiment. On the fundamental side, NVIDIA's $2 billion strategic investment agreement remains in execution, and demand for the company's 1.6T optical modules continues to surge, leaving the long-term growth thesis intact. Sector peer Corning rose 3.84% in the same session, with the broader optical communications sector stabilizing and providing support.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)