6月24日，Applied Optoelectronics盘中下跌5.7%，报138.3美元/股，成交额4.09亿美元。消息面上，此前SemiAnalysis报告指出CPO大规模导入或延迟至2028年甚至2029年，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，该悲观判断持续对高估值光通信板块构成压制。尽管英伟达回应称CPO交换机将按计划于下半年启动量产，但摩根士丹利对CPO放量不及预期的判断与之较为接近，市场分歧下多空博弈加剧，AAOI股价延续前一交易日的剧烈波动继续走弱。
Applied Optoelectronics是光纤网络产品领先供应商，业务聚焦有线电视、光纤入户及数据中心网络市场，是美国本土少数具备自产InP激光器能力的AI光模块厂商。
（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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