Serenity：AI数据中心InP激光器供应缺口或超存储芯片，光通信瓶颈价值凸显

【Serenity：AI数据中心InP激光器供应缺口或超存储芯片，光通信瓶颈价值凸显】金色财经报道，“白毛股神”Serenity发文称，Lumentum CEO Michael Hurlston已发出警告，面向AI数据中心的磷化铟（InP）激光器供应链正面临比存储芯片更严重的供应缺口。即使依靠Lumentum旗下5座InP晶圆厂，产品出货量仍可能比客户需求低30%以上，显示AI基础设施扩张正在遭遇关键光通信组件瓶颈。Serenity指出，目前供应压力主要集中在EML（电吸收调制激光器）领域，但InP激光器短缺问题也可能持续蔓延。自己长期看好光通信激光器供应链中的“瓶颈投资”机会，关注包括Applied Optoelectronics（AAOI）、Sivers Semiconductors（SIVE）、Lumentum（LITE）以及Coherent（COHR）在内的相关企业，随着AI数据中心资本开支持续增加，过去被市场低估的光模块、激光器等基础设施环节正迎来重新定价，而InP激光器供应瓶颈可能成为AI算力扩张过程中的关键限制因素。(2026-08-01 15:23:59)

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1	OKX 欧易OKX	$188.23亿	-11.6%	86.7%	86.7%
2	HTX 火币huobi	$26.84亿	0.44%	68.6%	68.6%
3	Binance 币安网	$396.85亿	-8.07%	85.4%	85.4%
4	Coinbase Coinbase	$9.21亿	-15.62%	69.3%	69.3%
5	Bybit Bybit	$109.62亿	-6.62%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.42亿	-8.32%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.09亿	19.4%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.49亿	-8.86%	68.4%	68.4%
9	Upbit Upbit	$2.81亿	-21.13%	56.9%	56.9%
10	Bitget Bitget	$73.16亿	0.49%	71.1%	71.1%
11	Deribit Deribit	$4.30亿	5.3%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,009.25万	-17.98%	59.5%	59.5%
13	BiKing 币王	$220.66亿	-0.43%	31%	31%
14	MEXC MEXC	$112.59亿	1.29%	76.2%	76.2%
15	Bithumb Bithumb	$1.41亿	-9.5%	66.9%	66.9%
16	gate.io 大门	$105.89亿	-12.11%	55.2%	55.2%
17	BitTap 币泰	$11.82亿	-6.38%	26%	26%
18	Hyperliquid Hyperliquid	$16.43亿	27.19%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.07亿	-10.36%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,709.14万	-20.93%	58.2%	58.2%

排名	#	币种	最新价	24H最高	24H最低	24H量	流通市值	24H涨跌幅
1	BTC 比特币	$ 63108.1	$6.40万	$6.25万	$3.48亿	$1.26兆	-1.25%	-1.25%
2	ETH 以太坊	$ 1868.49	$1,892.03	$1,848.84	$1.40亿	$2,255.15亿	-1.21%	-1.21%
3	XRP 瑞波币	$ 1.0624	$1.08	$1.06	$1,639.52万	$647.19亿	-1.35%	-1.35%
4	BNB 币安币	$ 586.5	$595.60	$584.10	$1,121.05万	$799.75亿	-1.07%	-1.07%
5	USDC USD Coin	$ 1.0008	$1.00	$1.00	$3,544.84万	$707.71亿	0%	0%
6	SOL Solana	$ 73.01	$73.81	$72.56	$3,377.19万	$413.63亿	-0.84%	-0.84%
7	TRX 波场	$ 0.3277	$0.33	$0.33	$294.14万	$310.39亿	-0.33%	-0.33%
8	DOGE 狗狗币	$ 0.06986	$0.07	$0.07	$1,199.63万	$117.52亿	-0.21%	-0.21%
9	BCH 比特现金	$ 211.11	$213.80	$204.86	$20.71万	$42.18亿	-1.11%	-1.11%
10	HYPE Hyperliquid	$ 52.31	$55.53	$51.51	$1,656.69万	$177.51亿	-4.59%	-4.59%
11	ADA 艾达币	$ 0.17294	$0.17	$0.17	$797.60万	$62.17亿	0.93%	0.93%
12	WBTC Wrapped Bitcoin	$ 62878.4	$6.38万	$6.26万	$1,220.85	$81.06亿	-1.48%	-1.48%
13	LEO UNUS SED LEO	$ 9.753	$9.85	$9.64	$3,602.46	$89.89亿	0.17%	0.17%
14	LINK ChainLink	$ 8.133	$8.33	$8.03	$44.92万	$55.15亿	-2.24%	-2.24%
15	XLM 恒星币	$ 0.17178	$0.17	$0.17	$51.06万	$55.68亿	0.98%	0.98%
16	LTC 莱特币	$ 44.44	$45.35	$44.17	$288.16万	$34.09亿	-1.98%	-1.98%
17	HBAR Hedera Hashgraph	$ 0.06995	$0.07	$0.07	$35.24万	$29.93亿	1.55%	1.55%
18	ZEC 大零币	$ 466.42	$468.79	$452.36	$254.68万	$76.85亿	1.46%	1.46%
19	AVAX Avalanche	$ 6.375	$6.53	$6.34	$104.88万	$27.43亿	-1.42%	-1.42%
20	SHIB Shiba Inu	$ 0.000004873	$0.00	$0.00	$293.87万	$28.71亿	4.27%	4.27%
21	SUI Sui	$ 0.6843	$0.69	$0.68	$252.26万	$25.95亿	-0.84%	-0.84%
22	CRO Cronos	$ 0.05461	$0.06	$0.05	$4.65万	$21.08亿	-0.72%	-0.72%
23	WLFI worldlibertyfinancial-education	$ 0.05446	$0.06	$0.05	$13.38万	$14.56亿	0.18%	0.18%
24	UNI Uniswap	$ 4.127	$4.43	$4.09	$773.24万	$26.21亿	-6.6%	-6.6%
25	DOT 波卡币	$ 0.7623	$0.77	$0.74	$18.95万	$12.60亿	-0.78%	-0.78%
26	MNT Mantle	$ 0.3917	$0.40	$0.39	$3.29万	$12.74亿	-0.88%	-0.88%
27	PAXG PAX Gold	$ 4047.33	$4,061.74	$4,022.72	$114.80万	$15.41亿	-0.25%	-0.25%
28	ASTER Aster	$ 0.6001	$0.61	$0.60	$20.07万	$14.98亿	0%	0%
29	AAVE Aave	$ 91.21	$99.11	$90.79	$819.96万	$13.97亿	-7.77%	-7.77%
30	HTX HTX	$ 0.0000017775	$0.00	$0.00	$2,583.78	$17.77亿	-1.2%	-1.2%
31	TAO Bittensor	$ 195.82	$199.73	$190.20	$194.02万	$20.69亿	0.4%	0.4%
32	OKB OK币	$ 86.2	$86.50	$84.70	$19.68万	$18.10亿	1.13%	1.13%
33	PEPE Pepe	$ 0.000002781	$0.00	$0.00	$426.67万	$11.70亿	1.71%	1.71%
34	ETC 以太经典	$ 6.675	$6.74	$6.56	$14.05万	$10.35亿	0.21%	0.21%
35	NEAR NEAR Protocol	$ 1.661	$1.71	$1.64	$418.71万	$21.34亿	0.66%	0.66%
36	ICP Internet Computer(Dfinity)	$ 2.073	$2.09	$2.04	$14.30万	$11.32亿	-0.19%	-0.19%
37	PI Pi Network	$ 0.08642	$0.09	$0.08	$133.80万	$7.24亿	5.49%	5.49%
38	WLD Worldcoin	$ 0.3079	$0.31	$0.30	$411.05万	$8.33亿	-0.19%	-0.19%
39	ATOM 阿童木	$ 1.235	$1.25	$1.22	$6.10万	$6.01亿	0.08%	0.08%
40	FDUSD First Digital USD	$ 0.9982	$1.00	$1.00	$2,489.71万	$9.81亿	0.03%	0.03%
41	ENA Ethena	$ 0.08106	$0.08	$0.08	$446.16万	$6.45亿	-1.06%	-1.06%
42	USDD USDD	$ 0.9985	$1.00	$1.00	$1.07万	$8.54亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02713	$0.03	$0.03	$26.61万	$7.35亿	-1.8%	-1.8%
44	QNT Quant	$ 61.64	$61.74	$59.78	$1.45万	$7.44亿	1.59%	1.59%
45	ALGO Algorand	$ 0.07958	$0.08	$0.08	$4.15万	$7.03亿	0.96%	0.96%
46	FLR Flare	$ 0.006269	$0.01	$0.01	$9.53万	$5.18亿	0.2%	0.2%
47	XDC XDC Network	$ 0.02646	$0.03	$0.03	$12.22万	$5.05亿	1.8%	1.8%
48	APT Aptos	$ 0.5596	$0.57	$0.55	$12.26万	$4.20亿	-0.83%	-0.83%

Serenity：AI数据中心InP激光器供应缺口或超存储芯片，光通信瓶颈价值凸显

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