Applied Optoelectronics Inc.（AAOI）今日盘中大涨8.25%，表现强劲，引起了市场的广泛关注。
消息面上，知名投资者Serenity公开表示，AAOI是其最看好的美国光子学标的，并认为该股可能是“下一个闪迪”。Serenity指出，光子学相关公司收入加速增长的拐点正在到来，预计明年上半年迎来重要拐点，当前行业仍处于产能建设阶段，这一乐观观点显著提振了投资者信心。
此外，公司基本面也传来利好。其新北工厂的800G光模块产能已获得超大客户的生产批准，预计到年底月产能将超过10万只，这为公司未来的业绩增长提供了坚实的支撑。此前，该股曾因第一季度业绩未达预期等因素而回调，如今在积极消息的推动下，股价延续了反弹势头。
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