EUVL.DE is trading at €7.36 (+3.62%) as photonics and optics shares rallied on investor focus on AI data-center connectivity demand. - On October 1, Lumentum rose 9%, Coherent 10% and Corning 3%. - Coherent’s PhotonLink platform and fresh analyst support for optical infrastructure suppliers helped lift the group. - These companies are substantial ETF holdings and likely drove the fund’s move; high Treasury yields remained a broader headwind.