Applied Optoelectronics（AAOI）今日盘后股价大涨5.21%，引起了市场的广泛关注。
消息面上，此次上涨主要受到两方面因素的提振。首先，此前关于CPO（共封装光学）大规模导入可能延迟至2028-2029年的悲观市场预期已得到持续消化，光通信板块整体情绪企稳回暖，为AAOI股价提供了支撑。其次，公司近日从ClassOne Technology获得了创纪录数量的Solstice® S8设备订单，这凸显了面向AI数据中心的光子技术正加速规模化扩张，市场对公司未来的产能前景持积极看法。
Applied Optoelectronics是光纤网络产品的领先供应商，业务聚焦于有线电视、光纤到户及数据中心网络市场，同时也是美国本土少数具备自产磷化铟（InP）激光器能力的AI光模块厂商。
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