7月27日，Applied Optoelectronics盘中下跌5.19%，报94.96美元/股，成交额1.84亿美元。光通信板块延续近期集体调整态势，同板块Lumentum Holdings跌6.36%，Ciena科技跌5.7%，Arista Networks跌2.67%，行业全线承压。
消息面上，此前特朗普重磅发声引发半导体、存储及光通信概念股集体重挫，板块自7月24日以来持续走弱。市场对AI光通信板块已从此前的普涨转向分化，高弹性标的回调幅度较大，估值修正压力持续释放。
Applied Optoelectronics是行业领先的光纤网络产品供应商，主要供应有线电视、光纤入户和网络数据中心三个终端市场，设计并制造各种光纤通讯产品，包括部件、组件和成套设备的模块。
（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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