Applied Optoelectronics Inc. (AAOI) 今日盘前股价大涨5.79%，成为市场焦点。
消息面上，此次上涨主要源于市场对CPO（共封装光学）技术路线争议的担忧情绪得到显著缓解。此前，有分析报告看空CPO的量产节奏，导致光通信板块连续调整。随后，英伟达高管公开回应称，其CPO交换机已实际部署于数据中心，并确认相关产品将按计划在下半年启动量产交付，这有效消化了市场的恐慌情绪。与此同时，同属光通信板块的Lumentum、Ciena等公司股价也同步上涨，板块整体呈现修复态势。AAOI此前因技术路线分歧及高管减持等因素已连续回调约16%，此次反弹也被视为超跌修复。
Applied Optoelectronics是光纤网络产品的领先供应商，业务主要聚焦于有线电视、光纤到户以及数据中心网络市场。此次股价波动反映了市场对光通信行业技术演进和供应链动态的重新评估。
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