周一，Applied Optoelectronics盘中大涨17%。新晋“散户大佬”Serenity日前在社交媒体上面表示，Applied Optoelectronics是其最喜爱的光通信概念股。伴随超大规模云服务商持续加码AI数据中心建设，公司未来业绩增长空间或被市场低估。
Serenity表示，其于去年AAOI股价约28美元时开始建仓，当时主要基于公司有望获得亚马逊和微软等大型科技企业认证及订单的判断。随后，公司在财报中披露了1.6T光模块及其他大规模订单进展，进一步增强了市场对其成长前景的信心。当时AAOI股价已升至约70美元附近。
进入2026年后，AAOI股价继续攀升至约150美元水平。推动公司估值提升的核心逻辑正在逐步兑现，包括激光器制造产能紧张、AI数据中心对高速光互连需求激增，以及美国本土制造政策支持等多重利好因素。
此外，市场对于AI芯片巨头英伟达和AMD未来在光通信领域布局的讨论，也进一步提升了投资者对产业链相关企业的关注度。部分机构此前预计，未来几年光通信市场总可寻址市场(TAM)规模有望显著扩大，为行业龙头企业带来持续增长动力。
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