9月23日，应用光电盘中下跌5.05%，报101.6美元/股，成交额3.9亿美元。美股光通信概念股盘初集体走弱，Coherent、康宁跌超3%，Astera Labs跌超2%，Lumentum、Credo跟跌，板块延续近期调整态势。
个股层面，应用光电此前签署6亿美元ATM股权分销协议引发的稀释担忧仍在发酵。该公司年内已多次大规模股权融资，4月完成5亿美元ATM计划后，5月再推6亿美元融资，最新一轮备案意味着又一轮增发在即，市场对持续稀释压力保持警惕。与此同时，存储概念股同步走弱，SK海力士跌近4%，美光科技、西部数据跟跌，AI硬件板块整体承压。
（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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