异动解读|Applied Optoelectronics盘中上涨5.69%,光通信板块连续下挫后迎来反弹

行情直击
May 21

5月21日,Applied Optoelectronics盘中上涨5.69%,报175.27美元/股,成交额2.95亿美元。

消息面上,该股此前因Q1盈利未达预期叠加光通信板块广泛抛售,自5月14日起连续多个交易日大幅回调,股价从约211美元一路跌至161美元附近,累计跌幅超23%。当前反弹伴随板块整体回暖,同行业个股Lumentum涨4.72%、Arista Networks涨3.92%、Ciena涨3.42%,光通信板块呈现超跌修复态势。行业层面,硅光与CPO产业链景气度持续提升,Tower Semiconductor此前签订13亿美元硅光晶圆合同,1.6T光模块量产推进,为板块中长期基本面提供支撑。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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