Core Viewpoint - The optical communication sector is experiencing significant momentum, driven by advancements in artificial intelligence and data center construction, leading to unprecedented growth expected by 2025 [1] Industry Summary - Optical device market revenue is projected to reach a historical high by 2025, with the data communication segment expected to exceed $18 billion and optical module revenue nearing $6 billion [1] - From 2024 to 2029, the data communication optical module market is anticipated to grow at a compound annual growth rate (CAGR) of over 20%, reaching nearly $29 billion by the end of 2029 [1] Company Summary - Credo Technology (CRDO.US) shares rose nearly 8% [1] - Lumentum (LITE.US) shares increased by 6%, reaching a new historical high [1] - Corning (GLW.US) shares gained over 5% [1] - Ciena (CIEN.US) shares rose by 4% [1]
光通讯概念股延续强势 Lumentum(LITE.US)涨6%
Zhi Tong Cai Jing·2026-02-09 15:37