6月23日，Applied Optoelectronics盘前下跌5.54%，报158.74美元/股，成交额1046.07万美元。
消息面上，此前SemiAnalysis报告指出CPO（共封装光学）大规模导入或延迟至2028年甚至2029年，系统级良率可能低至约19.4%，远低于市场对短期快速放量的预期，该悲观判断持续对高估值光通信板块构成压制。当日同板块诺基亚跌7.69%、Lumentum跌6.82%、Ciena科技跌5.99%、Arista Networks跌4.33%，板块整体承压。
Applied Optoelectronics是光纤网络产品领先供应商，业务聚焦有线电视、光纤入户及数据中心网络市场，是美国本土少数具备自产InP激光器能力的AI光模块厂商。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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