6月2日，Applied Optoelectronics盘中上涨6.86%，报199.85美元/股，成交额7.52亿美元。
消息面上，知名投资者Serenity日前公开表示，AAOI是其最看好的美国光子学标的，认为该股可能是下一个闪迪，并指出光子学行业收入加速增长的拐点正在到来，当前仍处于产能建设阶段。Serenity披露其于去年股价约28美元时开始建仓，看好公司在AI数据中心高速光互连需求激增背景下的成长空间。此外，公司新北工厂800G光模块产能已获超大客户生产批准，预计年底月产能超10万只，基本面支撑明确。当日通信设备板块整体走强，Lumentum涨7.17%、Ciena涨5.26%、思科涨3.4%，板块情绪回暖进一步助推该股延续反弹。
（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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