光通信器件制造商Applied Optoelectronics（AAOI）今日夜盘股价大跌6.82%，引起市场关注。
消息面上，公司盘后公布了2026年第一季度财报，业绩表现不及市场预期。具体来看，公司第一季度调整后每股亏损0.07美元，逊于市场预期的每股亏损0.05美元；营收为1.511亿美元，虽然同比增长51%，但低于预期的1.5481亿美元，其中数据中心业务收入未达预期。此外，公司对第二季度的营收和每股收益（EPS）指引也均低于分析师预测，这打击了投资者信心。
与此同时，整个光通信板块近日持续承压，主要受同行公司Lumentum财报不佳引发的板块性抛售影响，进一步加剧了AAOI的股价下跌压力。
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