8月21日，Applied Optoelectronics盘中下跌5.24%，报122.33美元/股，成交额4.65亿美元。消息面上，公司前一交易日超跌反弹涨超5%后再度回落，同板块Lumentum当日下跌2.46%，光通信板块整体承压。此前大盘明显走弱，纳指收跌1%、道指跌1.31%，\"科技七巨头\"集体下挫。光通信板块自8月中旬以来持续剧烈波动，市场对AI基建重资产模式的债务隐患及硬件折旧风险担忧加剧，前期凌厉反弹积累的获利盘在宏观走弱时集中兑现，多空切换速度极快。公司二季度营收同比增86%、数据中心业务首破亿元的基本面虽提供支撑，但短期板块情绪主导下股价波动加大。
（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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