6月25日，Applied Optoelectronics盘后上涨5.11%，报154.41美元/股，成交额5506.41万美元。
消息面上，此前SemiAnalysis报告引发的CPO大规模导入延迟至2028-2029年的悲观预期经历持续消化后，光通信板块整体企稳回暖。当日同板块Ciena科技涨3.29%、诺基亚涨2.61%、Arista Networks涨2.56%、Lumentum涨2.54%，板块情绪修复为AAOI提供支撑。此外，ClassOne Technology近日从AAOI获得创纪录数量的Solstice® S8设备订单，凸显面向AI数据中心的光子技术正加速规模化扩张，对公司产能前景构成积极信号。
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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