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另一家被投资的公司Coherent历史更加悠久。Coherent成立于1971年,是全球领先的激光器和光电子技术公司之一。公司2025财年的收入约为58亿美元。Coherent的业务覆盖工业激光器、光通信组件和光电子材料等多个领域。在光通信产业链中,Coherent拥有从激光器到光电子器件再到模块封装的完整制造能力,这种垂直整合能力使它在高速光通信组件市场中占据重要地位。AI数据中心中使用的光模块需要多种核心器件,包括激光器、调制器和光探测器,这些组件正是Coherent的主要产品方向。从去年5月份到现在,股价从67美元,到今天的280美元,涨幅已经超过410%。
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All goods that go through U.S. Customs and Border Protections enter a process called “liquidation,” when the agency issues its final accounting of what is owed. Once liquidated, importers have 180 days to formally contest the duties. After that window closes, the liquidation is legally final.