近日，浙江老鹰半导体技术有限公司（以下简称"老鹰半导体"）宣布B+轮融资顺利收官，此次融资由中信金石、国新基金两大机构领投，安芯 投资、深创投、浙江省科创母基金三期、国科嘉和、临港数科、曦晨资本等多家头部机构参投，老股东上汽金控（上汽集团战略直投基金）、 恒旭资本、诺瓦星云（301589）、拔萃资本、鼎青投资持续追加投资。 本次单轮融资规模超7亿，创下国内VCSEL（垂直腔面发射激光器）领域创业公司单轮融资最高纪录。业内人士表示，本轮融资标志着资本市 场形成共识：光子芯片和AI算力需求爆发将引爆高速光互连赛道，也凸显了老鹰半导体在该领域的稀缺价值。 产业共识： 大规模算力竞争需有中国方案 老鹰半导体创始人边迪斐接受采访时表示："美国的孤立主义和贸易保护措施实际上终结了全球化时代，AI成为中美战略对抗的主战场，中美科技巨 头纷纷布局'芯片-云-模型'算力生态闭环，随着传统芯片面临物理瓶颈极限到来，光子技术成为唯一能提供超高带宽、超低功耗互联与计算的下一代 解决方案"。 算力集群的规模和性能将是人工智能的关键底座，也是中国人工智能的制胜关键之一。以华为等领军企业拿出了"超节点+集群"算力解决方案，大规 模超节点把 ...

美股财报季再传利空。 | 114.010+ 最高 = | | 123.250 今 开 | 120.360 | | --- | --- | --- | --- | | -2.550 -2.19% | 最低 | 112.140 昨 收 | 116.560 | | 成交额 12.13亿 市盈率TTM | | 亏损 总市值 · 177.22亿 | | | 盘前 ( 93.100 -20.910 -18.34% | | | 08:20 (美东) ^ | | 最 高 | 95.000 | | 2452.84万 | | 最 低 | 91.000 | | 26.54万股 | 在财报披露后，美国光模块巨头Coherent股价在周四美股盘前大幅跳水，一度暴跌超20%。Coherent预计，下一财季的营收在14.6亿—16亿美元之 间，低于市场预期。另外，Coherent还宣布以4亿美元出售国防激光业务，所得资金将用于偿还债务。这一系列信号引发了投资者的担忧。 从Coherent披露的财报来看，AI数据中心的需求仍然非常强劲。受此影响，2025财年第四财季，Coherent的收入达9.45亿美元，同比大幅增长 39%，超出预期。 ...

Core Viewpoint - The Shaanxi Optoelectronic Pilot Institute plays a crucial role in accelerating the development of the photonics industry in Shaanxi, providing essential support to startups and fostering innovation through a comprehensive technology service platform [1][2][5]. Group 1: Role and Impact of the Institute - The Shaanxi Optoelectronic Pilot Institute has provided pilot testing services to over 100 enterprises, universities, and research institutions, significantly enhancing the survival rate of startups in the photonics sector [1][6]. - The institute is recognized as the only pilot platform for advanced photonic integration in the first batch of key pilot platforms announced by the Ministry of Industry and Information Technology [2]. - It has established a market-oriented operation model, offering cleanroom rentals, shared equipment, and technical support, which allows companies to quickly validate their products [7][11]. Group 2: Technological Advancements and Services - The institute has developed a comprehensive research and development capability covering the entire chain from materials to devices and systems, facilitating rapid collaboration among experts from various fields [9][10]. - In March 2023, the advanced photonic device engineering innovation platform was officially launched, enhancing the capabilities for photonic device manufacturing and providing full-process engineering pilot services [7][11]. - The institute is set to upgrade its platform by developing a car-grade chip process platform and an 8-inch advanced silicon photonic integration technology innovation platform, expected to be operational by the end of 2025 [7][11]. Group 3: Industry Context and Future Prospects - The photonics industry is identified as a strategic and foundational emerging industry in China, with Shaanxi aiming to become a global hub for photonic technology innovation [5][6]. - The "Chasing Light Plan" initiated by Shaanxi focuses on three key areas: photonic materials and chips, advanced lasers and photonic manufacturing, and photonic sensing, aiming to enhance the competitiveness of the local industry [5][6]. - The institute's collaborative ecosystem effectively addresses the research and development bottlenecks faced by individual companies, fostering a symbiotic relationship that enhances the overall industry chain [10][11].