5月26日，应用光电（AAOI）盘中上涨5.4%，报183.87美元/股，成交额8.27亿美元。
消息面上，公司宣布1.6T光模块产品落地推进，预计年中启动量产，并已获得超2亿美元首批批量订单，同时获得政府千万美元级拨款支持产能扩张。该消息延续了此前盘前涨势，市场对公司高端光模块商业化前景反应积极。
值得注意的是，公司此前因Q1盈利未达预期连续承压，5月中下旬一度遭多日抛售。此次1.6T大额订单落地叠加政策资金支持，有效提振了市场对公司成长性的信心，推动股价修复反弹。公司是光纤网络产品供应商，主要供应有线电视、光纤入户和网络数据中心三大终端市场。
（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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