8月20日，Applied Optoelectronics盘中上涨5.23%，报128.49美元/股，成交额4.23亿美元。消息面上，光通信板块经历连续多日集中抛售后出现超跌反弹，同板块Lumentum上涨4.67%，板块共振对股价形成提振。此前数个交易日，光通信板块遭遇剧烈回调，公司单日一度重挫逾15%，Coherent跌超12%、Lumentum跌超9%，市场对AI基建重资产模式回报风险的担忧引发获利回吐。
资金面上，此前一笔29.95万美元的虚值看涨期权大单逆势买入，Call/Put成交量比达1.46，显示资金在急跌中主动布局反弹。公司二季度营收1.919亿美元同比增长86%、数据中心业务首破亿元的强劲基本面仍为估值提供支撑。
（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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