Applied Optoelectronics（AAOI）今日盘中大跌5.13%，引发了市场的关注。
消息面上，光通信板块正迎来财报季，市场波动加剧。在财报公布前，前期涨幅较大的光通信个股普遍承受获利回吐压力，AAOI连续两个交易日放量下挫，短期多空博弈激烈。
此前，Needham将AAOI目标价从130美元上调至190美元，看好其为亚马逊、Oracle等客户扩产800G/1.6T光收发器的弹性，公司计划年底将月产能提升至50万只以上，并设定全年营收超10亿美元目标。然而，这些积极因素未能抵消财报季前的回调压力。
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