Applied Optoelectronics Inc.（AAOI）今日夜盘股价大涨6.12%，延续了前一交易日盘中大涨的强势表现，引发市场广泛关注。
消息面上，公司将于8月6日盘后发布新一季财报，市场一致预期本季度营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%。强劲的业绩增长预期成为推动股价上涨的核心动力，多家机构对该公司持看多观点。
此外，光通信板块整体情绪回暖也为股价提供了支撑。康宁CEO近期在电话会上表示，光通信产品需求强劲，预计到2028年单GPU光纤需求将增长1.3至1.5倍，提振了市场对光通信行业的信心。同板块个股Lumentum同期夜盘亦上涨约5%，板块联动效应明显。
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