应用光电公司今日盘中股价大幅上涨12.18%，表现十分亮眼。
消息面上，罗森布拉特证券将应用光电的目标价从125美元上调至140美元，显示出机构对公司前景的看好。与此同时，光通信板块整体走强，主要受AI数据中心建设加速的推动。随着云巨头持续扩大AI基础设施投资，对高速光模块、光收发器及相关光学互联元件的需求保持高速增长，行业分析预期光传输市场将维持两位数增长，形成“光学超级周期”。
在AI服务器对数据传输带宽要求大幅提升的背景下，光通信供应链成为关键环节，市场需求的爆发为相关公司带来了强劲的增长动力。
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