Applied Optoelectronics（AAOI）今日盘中大涨5.04%，引起了市场的关注。
消息面上，此前SemiAnalysis报告引发的CPO（共封装光学）大规模导入延迟至2028-2029年的悲观预期，经过近一周消化后，光通信板块集体企稳反弹。当日同板块诺基亚、Lumentum、Ciena科技、Arista Networks等公司股价均有所上涨，板块整体回暖为AAOI提供了情绪支撑。
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InP激光器能力的AI光模块厂商。
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