Applied Optoelectronics Inc.（AAOI）今日盘中大涨5.55%，引起了市场的广泛关注。
消息面上，公司近期宣布了产能扩张计划。Applied Optoelectronics于4月17日宣布在德克萨斯州Pearland市新增制造设施，扩大约38.8万平方英尺制造面积，计划到2027年底将休斯顿地区800G和1.6T光模块月产能提升至70万只，并将激光器制造产能扩大约350%。公司创始人兼CEO Thompson Lin表示，数据中心对光学连接的需求超出预期。该扩产计划凸显了AI数据中心对高速光模块的强劲需求，市场在前期回调后重新定价其增长前景。
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