6月11日，Applied Optoelectronics盘中下跌5.78%，报169.78美元/股，成交额4.35亿美元。
消息面上，此前SemiAnalysis报告指出CPO技术量产推迟至2028年后，市场一度认为利好传统光模块厂商，推动AAOI在6月8日及10日分别大涨约13%和9%。但与此同时，有报道称英伟达高管表示CPO下半年将放量，两方信号产生明显矛盾，市场对传统光模块需求延长的预期出现动摇。叠加该股近期连续大幅波动、短线获利盘丰厚，资金选择止盈离场。
值得注意的是，同板块Lumentum、诺基亚、Ciena等当日均录得正涨幅，AAOI跌幅明显偏离板块整体表现，反映出个股层面的获利回吐压力。Applied Optoelectronics是光纤网络产品领先供应商，主要服务于有线电视、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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