7月23日，Applied Optoelectronics盘中上涨5.68%，报116.8美元/股，成交额1.41亿美元。
消息面上，谷歌母公司Alphabet在财报电话会议上表示计划于第三季度扩大对第三方算力容量的使用，其云业务积压订单增至5140亿美元，较上一季度约4600亿美元显著增长，强劲业绩主要由AI基础设施和AI解决方案的强劲需求驱动。受此提振，光通信板块集体走高，同板块Lumentum涨5.44%、Arista Networks涨1.45%，行业联动上行。
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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