Applied Optoelectronics Inc.（股票代码：AAOI）今日盘中股价大幅下挫，跌幅达8.05%，市场表现疲软。
消息面上，此次下跌主要受到行业悲观预期的影响。此前SemiAnalysis报告指出，共封装光学（CPO）技术的大规模导入可能延迟至2028年甚至2029年，且系统级良率可能低至约19.4%，远低于市场对短期快速放量的预期。这一悲观判断持续对高估值的光通信板块构成压制。尽管英伟达回应称其CPO交换机将按计划于下半年启动量产，但摩根士丹利对CPO放量不及预期的判断与之较为接近，市场分歧下多空博弈加剧，导致当日光通信概念股普遍走弱。
Applied Optoelectronics是光纤网络产品的领先供应商，业务聚焦于有线电视、光纤入户及数据中心网络市场，是美国本土少数具备自产磷化铟激光器能力的AI光模块厂商。
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