应用光电今日盘前股价大涨5.14%，引起了市场的广泛关注。
消息面上，第一上海发布报告，维持应用光电买入评级，目标价159美元。报告指出，公司2025年第四季度业绩超出市场预期，主要得益于数据中心需求强劲，推动了800G/1.6T高速光模块的放量销售。
此外，公司计划在2026至2027年间将月产能大幅提升至50万只，并给出了积极的盈利预测，预计2026至2028年非GAAP净利润将实现显著增长。基于2027年18倍市盈率的估值，目标价较当前股价有约88.8%的上行空间，这增强了投资者对公司未来增长潜力的信心。
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