Applied Optoelectronics（AAOI）今日盘中大涨9.22%，成为市场关注焦点。
消息面上，此次上涨主要源于市场对CPO（共封装光学）技术路线争议的担忧情绪得到显著缓解。此前有分析报告看空CPO的量产节奏，导致光通信板块连续调整，AAOI股价也累计回调约16%。随后，英伟达高管公开回应称，其CPO交换机已实际部署于数据中心，并确认相关产品将按计划在下半年启动量产交付，这有效消化了市场的恐慌情绪。
随着英伟达的积极表态，市场对光通信行业技术演进和供应链动态进行了重新评估，同板块多家公司股价也同步上涨，整体板块呈现修复态势，AAOI的此次大涨也被视为超跌后的技术性反弹。
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