9月4日，Applied Optoelectronics盘中上涨5.46%，报105.86美元/股，成交额2.58亿美元。
消息面上，美股光通信概念股当日集体走强，同业Astera Labs涨超13%、Coherent涨超7%、迈威尔科技涨超4%、Lumentum涨超3%，板块整体呈现显著反弹态势。此前光通信板块连续多个交易日集体调整，AAOI在9月1日及9月3日分别下跌约5.4%，全球风险偏好收缩与美债收益率攀升一度持续压制科技成长股。此外，公司此前签署的6亿美元ATM股权分销协议所引发的稀释担忧仍为中长期估值压制因素，今年已累计多轮大规模增发融资。当日板块普涨或反映前期超跌后资金回补需求释放。
（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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