8月19日，Applied Optoelectronics盘中下跌5.13%，报124.67美元/股，成交额10.52亿美元。消息面上，光通信板块延续前一交易日集体重挫态势，同板块Lumentum下跌4.65%、Arista Networks下跌2.67%、诺基亚下跌1.18%，板块共振继续拖累股价。此前一个交易日，存储、光通信、AI云服务等板块遭遇集中抛售，Coherent跌超12%、Lumentum跌超9%，市场开始重新审视AI基建重资产模式的回报风险。此外，公司虽二季度营收同比增86%表现强劲，但三季度业绩指引低于华尔街预期，叠加前期累计涨幅巨大，获利回吐压力持续释放。
（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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