周一，光通信概念龙头股 Applied Optoelectronics Inc.盘初大涨超12%。消息面上，公司近期再度拿下某超大规模云计算客户7100万美元的数据中心收发器新订单，自今年3月中旬以来，该客户累计下单金额已达1.24亿美元。这标志着公司核心业务获得了重要客户的持续认可。
此外，人工智能算力投入热潮持续推动光通信产品需求，公司作为相关供应商显著受益。微软是该公司收发器的最大买家，同时公司去年还获得了亚马逊的投资，随着数据中心业务营收占比提升，市场对其在AI时代的发展前景持乐观态度。
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