From GPUs to "Shovel Sellers": Deutsche Bank Initiates Coverage on AI Hardware Sector, with Laser Giants Lumentum (LITE.US) and Coherent (COHR.US) Both Rated "Buy"

According to Golden Finance APP, Deutsche Bank has recently officially initiated coverage of the AI hardware sector and put forward a core question: What is a true necessity in today's era of artificial intelligence? Analyst Gianmarco Conti pointed out in his report: "As digital citizens in 2026, we consume massive amounts of data—we don’t delete photos or videos from our devices, we don’t reject new technology, and we certainly don’t refuse convenience. Whether in the form of chatbots, enterprise-level intelligent agent clusters, or ‘ambient programming’ tools, AI is making our lives more convenient."