COHR 在其 AI 供应链基金中持仓较小，未来可能逐步加仓，该公司供应 AI 数据中心光学器件：营收增长 34%，并指引增长 52% 至 24 亿美元。该股下跌 31%，远期市盈率约 25 倍，与纳斯达克 100 指数相当；其短板是毛利率约 40%，而台积电为 66%。
逐段跳播
如果你想以更大的折扣买入一只股票，Coherent 为 AI 数据中心的数据传输制造光网络组件，使用光而非铜。
And if you'd like to get a share at a bigger discount, Coherent makes optical network components for transmitting data in AI data centers using light instead of copper .
上一季度，数据中心和通信业务占其销售额的79%。他们的营收同比增长了34%，并且他们预计下一份财报的营收最高可达24亿美元，这将意味着同比增长52%。
Data centers and communications accounted for 79% of its sales in the last quarter. Their revenues rose by 34% year-over-year, and they expect to generate revenues of up to $2.4 billion in their next report, which would represent a 52% year-over-year increase.
Coherent的股票，股票代码COHR，自抛售开始以来已下跌31%，目前的远期市盈率约为25倍。这里的问题在于利润率微薄，Coherent的毛利率约为40%，而台积电为66%。
Coherent's stock, ticker symbol COHR, has fallen 31% since the start of the sell-off and is currently trading at a forward price-to-earnings ratio of around 25. The problem here is the slim profit margins , with Coherent's gross profit margins at around 40% compared to TSMC's 66%.
Chat基金还包含Celestica、Vertiv、台积电、ASML、Coherent、Micron、SK Hynix和Broadcom，使其成为持有整个人工智能供应链的绝佳方式。
The Chat fund also includes Celestica, Vertiv, TSMC, ASML, Coherent, Micron, SK Hynix and Broadcom, making it an excellent way to own the entire AI supply chain.
另外四只股票——Google、Coherent、Vertiv和Celestica——各自占总投资组合的比例不到2%，因此如果愿意，我可以随着时间推移增加这些投资。
The other four stocks, Google, Coherent, Vertiv and Celestica, each represent less than 2% of the total portfolio, so I can increase these investments over time if I wish.
在榜单底部，Applied Materials、Google、Coherent和Vertiv的股票远期市盈率在22到25倍之间，与纳斯达克100大致相同。
At the bottom of the list, shares of Applied Materials, Google, Coherent and Vertiv trade at forward earnings ratios between 22 and 25 times , roughly the same as the Nasdaq 100.
这个频道对 $COHR 的历次判断
Ticker Symbol: YOU 在这只股票上共 2 条判断，这里只列相邻的几条。