Applied Optoelectronics Inc.（AAOI）今日盘中大跌8.82%，引发了市场广泛关注。
消息面上，此次下跌主要受到行业悲观预期的影响。此前，SemiAnalysis报告指出，共封装光学（CPO）技术的大规模导入可能延迟至2028年甚至2029年，且系统级良率可能低至约19.4%，远低于市场对短期快速放量的预期。这一悲观判断对包括AAOI在内的高估值光通信板块构成了持续压制，导致板块整体承压。
Applied Optoelectronics是光纤网络产品的领先供应商，业务聚焦于有线电视、光纤入户及数据中心网络市场，也是美国本土少数具备自产磷化铟（InP）激光器能力的AI光模块厂商。行业预期的变化对其股价产生了显著影响。
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