说话者是 COHR 的买家：COHR 为已量产的 Nvidia Spectrum X 集成光学以太网交换机供应激光器和光学元件；Nvidia 去年 3 月投资 20 亿美元，并签署了数十亿美元的采购协议。上季度营收同比增长 34% 至略超 20 亿美元，按约 22 倍远期市盈率计算，COHR 目前比 Alphabet、Amazon 和 Microsoft 更便宜。
逐段跳播
在网络方面，我买入 Coherent 的股票，代码是 COHR。那十英里长的线缆是一套 Nvidia Spectrum X 以太网网络，使用的是其最新的集成光学交换机。这意味着激光器和光学器件就放在交换机旁边，而不是连接到外部端口的独立单元。
Jensen 在台上展示了其中一个，并说它已经量产。Coherent 为这些系统制造激光器和光学组件，去年三月 Nvidia 向 Coherent 投资了 20 亿美元，还签署了一份数十亿美元的采购协议。
上季度，Coherent 的收入同比增长 34%，达到略高于 20 亿美元，目前市盈率约为未来盈利的 22 倍，使其远期市盈率如今低于 Alphabet、Amazon 和 Microsoft。
On the networking side, I buy shares of Coherent, whose symbol is COHR. Those ten miles of cable are an Nvidia Spectrum X Ethernet network, and it uses its latest switches with integrated optics.
This means that the laser and optics are placed right next to the switch, rather than being separate units that are connected to external ports. Jensen showed one of them on stage and said that it was already in mass production.
Coherent manufactures the lasers and optical components for these systems, and last March Nvidia invested $2 billion in Coherent and also signed a multi-billion dollar purchase agreement.
In the last quarter, Coherent's revenue grew 34% year-over-year to just over $2 billion, and it currently trades at about 22 times forward earnings, giving it a lower forward price-to-earnings ratio than Alphabet, Amazon, and Microsoft today.
Vertiv 将于 10 月 28 日公布财报，Coherent 将于 11 月 4 日公布财报。所以，如果你想让我做一期视频为你分析这些业绩，请在评论区告诉我。
Vertiv will announce its earnings on October 28, and Coherent will announce its earnings on November 4. So, let me know in the comments if you would like me to make a video analyzing those results for you.
这就是为什么 Vertiv 和 Coherent 是我在建设 AI 工厂方面的选择。
which is why Vertiv and Coherent are my choices for building AI factories .
这个频道对 $COHR 的历次判断
Ticker Symbol: YOU 在这只股票上共 3 条判断，这里只列相邻的几条。