光通信设备供应商Applied Optoelectronics Inc. (AAOI) 在夜盘交易中大涨5.11%，引起了市场关注。
消息面上，此次上涨主要受到行业技术动态的推动。研究机构SemiAnalysis发布报告指出，AI数据中心的关键技术——共封装光学（CPO）的大规模部署时间可能较市场预期推迟至2028年或更晚。报告分析，CPO在工程化、可靠性和维护成本方面仍面临挑战，而传统可插拔光模块在维护和成本上更具优势。这一技术路线的延期，意味着传统光模块的生命周期有望延长，市场需求可能维持更长时间，从而利好像AAOI这样的光模块供应商。
此外，光通信板块近期整体表现活跃，资金关注度提升，也为AAOI的股价提供了支撑。作为光纤网络产品的领先供应商，AAOi服务于有线电视、光纤入户和网络数据中心等市场，其业务与光模块需求紧密相关。
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