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	$184.56亿	-11.17%	86.7%	86.7%
2	HTX 火币huobi	$25.81亿	0.44%	68.6%	68.6%
3	Binance 币安网	$402.83亿	-8.11%	85.4%	85.4%
4	Coinbase Coinbase	$9.25亿	-15.65%	69.3%	69.3%
5	Bybit Bybit	$109.60亿	-6.57%	65.3%	65.3%
6	Crypto.com Crypto.com	$12.28亿	-8.19%	53.3%	53.3%
7	Bitfinex Bitfinex	$2.10亿	19.2%	65.3%	65.3%
8	Kraken K网(Kraken)	$7.51亿	-8.67%	68.4%	68.4%
9	Upbit Upbit	$2.76亿	-21.55%	56.9%	56.9%
10	Bitget Bitget	$72.97亿	0.49%	71.1%	71.1%
11	Deribit Deribit	$4.29亿	5.25%	36.2%	36.2%
12	Gemini 双子星（Gemini）	$3,063.45万	-18.07%	59.5%	59.5%
13	BiKing 币王	$214.31亿	-0.43%	31%	31%
14	MEXC MEXC	$113.24亿	1.3%	76.2%	76.2%
15	Bithumb Bithumb	$1.39亿	-9.73%	66.9%	66.9%
16	gate.io 大门	$109.87亿	-12.33%	55.2%	55.2%
17	BitTap 币泰	$11.61亿	-6.55%	26%	26%
18	Hyperliquid Hyperliquid	$16.56亿	26.86%	46.9%	46.9%
19	Uniswap v3 (Base) Uniswap v3 (Base)	$1.08亿	-10.52%	31.5%	31.5%
20	bitFlyer bitFlyer	$1,648.34万	-20.92%	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	$ 63122.7	$6.40万	$6.25万	$3.43亿	$1.26兆	-1.08%	-1.08%
2	ETH 以太坊	$ 1868.46	$1,890.41	$1,848.84	$1.39亿	$2,255.11亿	-1.12%	-1.12%
3	XRP 瑞波币	$ 1.0622	$1.08	$1.06	$1,624.56万	$647.06亿	-1.37%	-1.37%
4	BNB 币安币	$ 585.4	$595.60	$584.10	$1,079.28万	$798.25亿	-1.11%	-1.11%
5	USDC USD Coin	$ 1.0009	$1.00	$1.00	$3,584.21万	$707.78亿	0.01%	0.01%
6	SOL Solana	$ 73.01	$73.81	$72.56	$3,333.12万	$413.63亿	-0.88%	-0.88%
7	TRX 波场	$ 0.3278	$0.33	$0.33	$292.11万	$310.49亿	-0.24%	-0.24%
8	DOGE 狗狗币	$ 0.06982	$0.07	$0.07	$1,183.05万	$117.46亿	-0.05%	-0.05%
9	BCH 比特现金	$ 210.73	$212.80	$204.86	$20.62万	$42.10亿	-0.91%	-0.91%
10	HYPE Hyperliquid	$ 52.19	$55.53	$51.51	$1,658.77万	$177.11亿	-4.9%	-4.9%
11	ADA 艾达币	$ 0.1725	$0.17	$0.17	$790.04万	$62.02亿	1.12%	1.12%
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	$ 8.12	$8.32	$8.03	$44.78万	$55.06亿	-2.36%	-2.36%
15	XLM 恒星币	$ 0.17139	$0.17	$0.17	$50.69万	$55.55亿	0.81%	0.81%
16	LTC 莱特币	$ 44.49	$45.32	$44.17	$286.70万	$34.13亿	-1.54%	-1.54%
17	HBAR Hedera Hashgraph	$ 0.07024	$0.07	$0.07	$35.39万	$30.06亿	2.55%	2.55%
18	ZEC 大零币	$ 466.33	$468.79	$452.36	$269.60万	$76.83亿	1.71%	1.71%
19	AVAX Avalanche	$ 6.365	$6.53	$6.34	$104.99万	$27.38亿	-1.51%	-1.51%
20	SHIB Shiba Inu	$ 0.000004867	$0.00	$0.00	$290.13万	$28.68亿	4.98%	4.98%
21	SUI Sui	$ 0.6839	$0.69	$0.68	$249.38万	$25.93亿	-0.82%	-0.82%
22	CRO Cronos	$ 0.05463	$0.06	$0.05	$4.63万	$21.09亿	-0.78%	-0.78%
23	WLFI worldlibertyfinancial-education	$ 0.05443	$0.06	$0.05	$13.13万	$14.55亿	0.12%	0.12%
24	UNI Uniswap	$ 4.1	$4.42	$4.09	$744.21万	$26.04亿	-6.52%	-6.52%
25	DOT 波卡币	$ 0.7619	$0.77	$0.74	$18.87万	$12.60亿	-0.45%	-0.45%
26	MNT Mantle	$ 0.3922	$0.40	$0.39	$3.36万	$12.76亿	-0.65%	-0.65%
27	PAXG PAX Gold	$ 4047.2	$4,059.44	$4,022.72	$112.81万	$15.41亿	-0.3%	-0.3%
28	ASTER Aster	$ 0.5991	$0.61	$0.60	$20.14万	$14.95亿	-0.13%	-0.13%
29	AAVE Aave	$ 91.34	$98.31	$90.79	$828.17万	$13.99亿	-6.39%	-6.39%
30	HTX HTX	$ 0.0000017775	$0.00	$0.00	$2,583.78	$17.77亿	-1.2%	-1.2%
31	TAO Bittensor	$ 195.45	$199.73	$190.20	$194.18万	$20.65亿	0.9%	0.9%
32	OKB OK币	$ 86.16	$86.50	$84.70	$19.52万	$18.09亿	0.93%	0.93%
33	PEPE Pepe	$ 0.000002772	$0.00	$0.00	$424.29万	$11.66亿	1.35%	1.35%
34	ETC 以太经典	$ 6.669	$6.74	$6.56	$13.97万	$10.34亿	0.37%	0.37%
35	NEAR NEAR Protocol	$ 1.657	$1.71	$1.64	$420.06万	$21.29亿	0.42%	0.42%
36	ICP Internet Computer(Dfinity)	$ 2.07	$2.09	$2.04	$14.41万	$11.31亿	-0.09%	-0.09%
37	PI Pi Network	$ 0.08548	$0.09	$0.08	$136.71万	$7.17亿	4.1%	4.1%
38	WLD Worldcoin	$ 0.3082	$0.31	$0.30	$416.70万	$8.34亿	0.71%	0.71%
39	ATOM 阿童木	$ 1.235	$1.25	$1.22	$5.84万	$6.01亿	0.57%	0.57%
40	FDUSD First Digital USD	$ 0.9982	$1.00	$1.00	$2,526.60万	$9.81亿	0.02%	0.02%
41	ENA Ethena	$ 0.08046	$0.08	$0.08	$456.00万	$6.40亿	-1.87%	-1.87%
42	USDD USDD	$ 0.9985	$1.00	$1.00	$1.07万	$8.54亿	-0.01%	-0.01%
43	KAS Kaspa	$ 0.02707	$0.03	$0.03	$31.30万	$7.33亿	-1.88%	-1.88%
44	QNT Quant	$ 61.81	$61.81	$59.78	$1.38万	$7.46亿	2.16%	2.16%
45	ALGO Algorand	$ 0.07969	$0.08	$0.08	$4.10万	$7.04亿	1.39%	1.39%
46	FLR Flare	$ 0.006264	$0.01	$0.01	$9.37万	$5.18亿	0.46%	0.46%
47	XDC XDC Network	$ 0.02647	$0.03	$0.03	$10.54万	$5.05亿	1.61%	1.61%
48	APT Aptos	$ 0.5585	$0.57	$0.55	$12.40万	$4.20亿	-0.81%	-0.81%

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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