US Stock Photonic Module Concept Stocks Surge in Pre-market Trading, AAOI and LITE Up Over 7%, Photonic ETF FOTO Soars 5.29%

June 2, per Bitget market data, U.S. photonic concept stocks rallied in pre-market trading, with several key names posting strong gains: - Applied Optoelectronics (AAOI): Up 7.39%, trading near $200. The company is a manufacturer of high-speed optical modules (800G/1.6T) focused on AI data center transceivers. - Lumentum Holdings (LITE): Rose 8.2% to above $980. It’s a core supplier of optical communications lasers and modules, a major player in AI data center infrastructure. - Coherent Corp. (COHR): Gained 5.78%, topping $383. A leader in lasers, optical components, and photonics solutions, serving both data center and industrial markets. - Nokia (NOK): Climbed 4.9%. The telecom giant has recently expanded heavily into optical networks and AI data center interconnection, making it a key extended player in the photoelectronics and optical module space. - Ciena Corporation (CIEN): Up 3.89%. The firm produces high-speed SerDes and interconnect chips, focusing on low-power interconnections for AI data centers. - Fabrinet (FN): Rose 4.1%. It’s a leading provider of high-end OEM and assembly services for optical modules, supporting multiple top optical module companies. - AXT Inc. (AXTI): Surged 8.3%. A supplier of optical chip materials (InP, GaAs substrates), it provides critical raw materials for AI optical modules. Additionally, the newly listed FOTO ETF—launched May 28 and focused exclusively on pure photonics—jumped 5.29%.