Applied Optoelectronics Inc.（AAOI）今日盘中大涨5.20%，引起了市场的广泛关注。
消息面上，投资机构Needham发布报告，全面看多光通信板块，并将AAOI列为AI/云资本支出推动下光收发器需求激增的直接受益者。报告指出，AAOI计划在2026年底将800G/1.6T光模块的月产能大幅提升至50万只以上，实现高达400%的增长，以应对来自亚马逊等大型客户的旺盛需求。Needham因此将AAOI的目标价从130美元大幅上调至190美元，并给予“买入”评级。
此外，随着AI数据中心规模不断扩大，对高速光网络的需求持续爆发，全球光通信市场正迎来“超级周期”。AAOI作为该领域的核心供应商，其产能扩张计划和业绩增长前景获得了市场的积极认可，从而推动了股价的显著上涨。
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