6月15日，Applied Optoelectronics夜盘上涨5.16%，报177.78美元/股，成交额1962.36万美元。
消息面上，此前SemiAnalysis报告看空CPO量产节奏引发板块连续调整，但英伟达高管随后公开回应称CPO交换机已实际部署于Lambda数据中心，并明确Spectrum-X以太网CPO交换机将按计划于下半年启动量产交付，市场恐慌情绪逐步消化。同板块Lumentum涨4.26%、Ciena涨4.54%、诺基亚涨4.59%，光通信板块整体呈现修复态势。AAOI此前因CPO技术路线分歧及高管减持消息连续回调约16%，当前反弹或为超跌修复。
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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