Applied Optoelectronics（AAOI）今日盘中股价大涨6.46%，引起了市场的关注。
消息面上，该股此前因第一季度盈利未达预期，叠加光通信板块遭遇广泛抛售，自5月14日起连续多个交易日大幅回调，累计跌幅超过23%。当前的上涨伴随着板块的整体回暖，同行业个股如Lumentum、Arista Networks和Ciena等也普遍上涨，显示出光通信板块呈现超跌修复的态势。
行业层面，硅光与CPO（共封装光学）产业链的景气度持续提升。例如，Tower Semiconductor此前签订了价值13亿美元的硅光晶圆合同，同时1.6T光模块的量产也在推进中，这些因素为光通信板块的中长期基本面提供了有力支撑。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.