Applied Optoelectronics Inc.（AAOI）今日盘中大涨15.67%，引起了市场的广泛关注。
消息面上，全球光纤价格正经历新一轮剧烈上涨，且涨势已从中国市场向欧美蔓延。数据中心需求激增与上游预制棒供应收紧共同驱动这一轮价格周期，这显著改善了光通信行业整体的盈利前景，从而带动了相关个股的强势表现。
瑞银援引数据显示，中国G652.D裸光纤现货价格在近期达到每光纤千米83.40元人民币，较年初环比大涨165%，同比涨幅高达418%。与此同时，欧洲市场同类产品价格亦显著上涨，全球供应收紧态势日趋明显，为包括AAOI在内的光通信公司提供了强劲的基本面支撑。
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