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AAOI Applied Optoelectronics Inc.
交易中 06-16 14:50:15 EDT
173.76
-17.79
-9.29%
最高
196.40
最低
172.21
成交量
940.43万
今开
195.05
昨收
191.55
日振幅
12.63%
总市值
139.09亿
流通市值
124.34亿
总股本
8,005万
成交额
16.89亿
换手率
13.14%
流通股本
7,156万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
异动解读｜Applied Optoelectronics盘中下跌5.99%，CPO量产争议延续致光通信板块承压回调
行情直击 · 06-16 22:11
异动解读｜Applied Optoelectronics盘中下跌5.99%，CPO量产争议延续致光通信板块承压回调
异动解读 | CPO技术落地推迟报告余波未平，Applied Optoelectronics盘中大跌5.12%
异动解读 · 06-16 22:11
异动解读 | CPO技术落地推迟报告余波未平，Applied Optoelectronics盘中大跌5.12%
美股异动 | 多数光通信概念股回调 Applied Optoelectronics(AAOI.US)跌超5%
智通财经 · 06-16 22:08
美股异动 | 多数光通信概念股回调 Applied Optoelectronics(AAOI.US)跌超5%
美股盘前要点 | 马斯克身家暴增至1.3万亿美元，大摩警告称硬盘短缺至少持续到2028年
格隆汇 · 06-16 20:38
美股盘前要点 | 马斯克身家暴增至1.3万亿美元，大摩警告称硬盘短缺至少持续到2028年
异动解读｜Applied Optoelectronics盘中上涨8.12%，英伟达确认CPO部署计划缓解市场恐慌
行情直击 · 06-15 21:59
异动解读｜Applied Optoelectronics盘中上涨8.12%，英伟达确认CPO部署计划缓解市场恐慌
异动解读 | 英伟达确认CPO部署计划，Applied Optoelectronics盘中大涨9.22%
异动解读 · 06-15 21:44
异动解读 | 英伟达确认CPO部署计划，Applied Optoelectronics盘中大涨9.22%
异动解读｜Applied Optoelectronics盘前上涨5.6%，CPO争议缓和带动光通信板块集体反弹
行情直击 · 06-15 16:23
异动解读｜Applied Optoelectronics盘前上涨5.6%，CPO争议缓和带动光通信板块集体反弹
异动解读 | CPO争议缓和叠加板块修复，Applied Optoelectronics盘前大涨5.79%
异动解读 · 06-15 16:07
异动解读 | CPO争议缓和叠加板块修复，Applied Optoelectronics盘前大涨5.79%
【券商聚焦】招银国际：AI光互联正在从光模块升级周期进入系统级基础设施瓶颈阶段
金吾财讯 · 06-15 13:27
【券商聚焦】招银国际：AI光互联正在从光模块升级周期进入系统级基础设施瓶颈阶段
异动解读 | Applied Optoelectronics夜盘大涨5.22%，CPO争议缓和带动光通信板块反弹
异动解读 · 06-15 11:28
异动解读 | Applied Optoelectronics夜盘大涨5.22%，CPO争议缓和带动光通信板块反弹
异动解读｜Applied Optoelectronics夜盘上涨5.16%，CPO争议缓和带动光通信板块集体反弹
行情直击 · 06-15 11:27
异动解读｜Applied Optoelectronics夜盘上涨5.16%，CPO争议缓和带动光通信板块集体反弹
异动解读 | Applied Optoelectronics总裁拟减持，股价盘中大跌5.10%
异动解读 · 06-12
异动解读 | Applied Optoelectronics总裁拟减持，股价盘中大跌5.10%
异动解读 | Applied Optoelectronics盘中大跌6.28%，CPO技术路线分歧引发获利回吐
异动解读 · 06-11
异动解读 | Applied Optoelectronics盘中大跌6.28%，CPO技术路线分歧引发获利回吐
异动解读｜Applied Optoelectronics盘中下跌5.78%，CPO技术路线分歧引发获利回吐
行情直击 · 06-11
异动解读｜Applied Optoelectronics盘中下跌5.78%，CPO技术路线分歧引发获利回吐
异动解读 | CPO技术延迟预期利好传统光模块，Applied Optoelectronics盘中大涨9.18%
异动解读 · 06-10
异动解读 | CPO技术延迟预期利好传统光模块，Applied Optoelectronics盘中大涨9.18%
异动解读｜Applied Optoelectronics盘中上涨6.19%，CPO技术延迟预期利好传统光模块需求
行情直击 · 06-10
异动解读｜Applied Optoelectronics盘中上涨6.19%，CPO技术延迟预期利好传统光模块需求
美股光通信概念股多数走强，Applied Optoelectronics涨超9%
老虎资讯综合 · 06-10
美股光通信概念股多数走强，Applied Optoelectronics涨超9%
异动解读 | CPO技术延迟预期利好传统光模块，Applied Optoelectronics盘前大涨5.48%
异动解读 · 06-10
异动解读 | CPO技术延迟预期利好传统光模块，Applied Optoelectronics盘前大涨5.48%
异动解读｜Applied Optoelectronics盘前上涨5.56%，CPO技术延迟预期利好传统光模块需求
行情直击 · 06-10
异动解读｜Applied Optoelectronics盘前上涨5.56%，CPO技术延迟预期利好传统光模块需求
异动解读｜Applied Optoelectronics夜盘上涨5.6%，CPO技术延迟预期利好传统光模块需求
行情直击 · 06-10
异动解读｜Applied Optoelectronics夜盘上涨5.6%，CPO技术延迟预期利好传统光模块需求
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公司概况
公司名称：
Applied Optoelectronics Inc.
所属市场：
NASDAQ
上市日期：
--
主营业务：
Applied Optoelectronics, Inc.于1997年2月28日在德克萨斯州组建，2013年3月注册地改为特拉华州。公司是行业领先的光纤网络产品的供应商，主要供应三个网络终端市场：有线电视、光纤入户和网络数据中心。AOI公司设计并制造各种光纤通讯产品，包括部件、组件和成套设备的模块。
发行价格：
--
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Optoelectronics盘中上涨8.12%，英伟达确认CPO部署计划缓解市场恐慌","url":"https://stock-news.laohu8.com/highlight/detail?id=1188344898","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1188344898?lang=zh_cn&edition=full","pubTime":"2026-06-15 21:59","pubTimestamp":1781531945,"startTime":"0","endTime":"0","summary":"6月15日，Applied Optoelectronics盘中上涨8.12%，报183.135美元/股，成交额5.7亿美元。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，有效消化了市场恐慌情绪。随着英伟达积极表态，同板块多家公司股价同步上涨，AAOI此次大涨被视为超跌后的技术性反弹。Applied Optoelectronics是光纤网络产品领先供应商，业务主要聚焦于有线电视、光纤到户及数据中心网络市场。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189699164","title":"异动解读 | 英伟达确认CPO部署计划，Applied Optoelectronics盘中大涨9.22%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189699164","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1189699164?lang=zh_cn&edition=full","pubTime":"2026-06-15 21:44","pubTimestamp":1781531084,"startTime":"0","endTime":"0","summary":"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。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141331795","title":"异动解读｜Applied Optoelectronics盘前上涨5.6%，CPO争议缓和带动光通信板块集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1141331795","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1141331795?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:23","pubTimestamp":1781511817,"startTime":"0","endTime":"0","summary":"消息面上，此次上涨主要源于市场对CPO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量产节奏，导致光通信板块连续调整，AAOI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，有效消化了市场恐慌情绪。Applied Optoelectronics是光纤网络产品领先供应商，主要服务于有线电视、光纤入户和网络数据中心三大终端市场。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116728646","title":"异动解读 | CPO争议缓和叠加板块修复，Applied Optoelectronics盘前大涨5.79%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116728646","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116728646?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:07","pubTimestamp":1781510859,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc. 今日盘前股价大涨5.79%，成为市场焦点。消息面上，此次上涨主要源于市场对CPO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。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。Applied Optoelectronics是光纤网络产品的领先供应商，业务主要聚焦于有线电视、光纤到户以及数据中心网络市场。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2643222102","title":"【券商聚焦】招银国际：AI光互联正在从光模块升级周期进入系统级基础设施瓶颈阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2643222102","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2643222102?lang=zh_cn&edition=full","pubTime":"2026-06-15 13:27","pubTimestamp":1781501239,"startTime":"0","endTime":"0","summary":"该机构认为这将把行业机会从光模块本身扩展至更高价值的光器件、集成光平台以及系统级互联架构。对光通信行业的核心结论是AI光互联不是简单的TAM扩张故事，而是价值重新分配的故事，利润池正从最终组装环节迁移至瓶颈器件、光引擎和系统级光学架构。","market":"other","thumbnail":"https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/MWU1MjY1NDI2Mjg5NDIzOQ==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1983815","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["06869","BK1240","AAOI","IE00B19Z4B17.USD","LU0588546209.SGD","HIMX","BK4141","601869","LU0307460666.USD","BK1149","IE00B7SZL793.SGD","IE00B66KJ199.SGD","300620","IE0031619046.USD","BK0167","AAOX","603083","BK4526","06166","BK4020","BK0214","BK1523","SG9999006597.SGD","BK1506"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116373379","title":"异动解读 | Applied Optoelectronics夜盘大涨5.22%，CPO争议缓和带动光通信板块反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1116373379","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116373379?lang=zh_cn&edition=full","pubTime":"2026-06-15 11:28","pubTimestamp":1781494138,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc. 在今日夜盘交易时段大涨5.22%，引起了市场的关注。消息面上，此次上涨主要源于市场对CPO技术争议的担忧情绪得到缓解。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。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。Applied Optoelectronics是光纤网络产品的领先供应商，业务主要聚焦于有线电视、光纤到户以及数据中心网络市场。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152934489","title":"异动解读｜Applied Optoelectronics夜盘上涨5.16%，CPO争议缓和带动光通信板块集体反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1152934489","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1152934489?lang=zh_cn&edition=full","pubTime":"2026-06-15 11:27","pubTimestamp":1781494049,"startTime":"0","endTime":"0","summary":"6月15日，Applied Optoelectronics夜盘上涨5.16%，报177.78美元/股，成交额1962.36万美元。同板块Lumentum涨4.26%、Ciena涨4.54%、诺基亚涨4.59%，光通信板块整体呈现修复态势。AAOI此前因CPO技术路线分歧及高管减持消息连续回调约16%，当前反弹或为超跌修复。Applied Optoelectronics是光纤网络产品领先供应商，主要服务于有线电视、光纤入户和网络数据中心三大终端市场。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129501666","title":"异动解读 | Applied Optoelectronics总裁拟减持，股价盘中大跌5.10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1129501666","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1129501666?lang=zh_cn&edition=full","pubTime":"2026-06-12 21:43","pubTimestamp":1781271790,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.（AAOI）今日盘中大跌5.10%，引起了市场的广泛关注。消息面上，公司总裁Lin Chih-Hsiang计划出售59000股普通股，总市值约1019万美元。此外，Lin Chih-Hsiang在过去3个月内已累计减持58000股，总价约970万美元。内部人士的减持行为通常被市场解读为对公司未来前景缺乏信心，这可能是导致股价下跌的主要原因。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169083727","title":"异动解读 | Applied Optoelectronics盘中大跌6.28%，CPO技术路线分歧引发获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1169083727","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1169083727?lang=zh_cn&edition=full","pubTime":"2026-06-11 21:50","pubTimestamp":1781185858,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics今日盘中股价大跌6.28%，市场表现显著弱于同板块其他个股。消息面上，股价下跌主要源于市场对CPO技术发展路径的预期出现分歧。此前有分析报告指出CPO技术量产将推迟至2028年后，这被视为对AAOI等传统光模块厂商的利好，并推动其股价在前几个交易日连续大幅上涨。Applied Optoelectronics是光纤网络产品的领先供应商，业务主要服务于数据中心、光纤入户及有线电视市场。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145852435","title":"异动解读｜Applied Optoelectronics盘中下跌5.78%，CPO技术路线分歧引发获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1145852435","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145852435?lang=zh_cn&edition=full","pubTime":"2026-06-11 21:50","pubTimestamp":1781185801,"startTime":"0","endTime":"0","summary":"6月11日，Applied Optoelectronics盘中下跌5.78%，报169.78美元/股，成交额4.35亿美元。消息面上，此前SemiAnalysis报告指出CPO技术量产推迟至2028年后，市场一度认为利好传统光模块厂商，推动AAOI在6月8日及10日分别大涨约13%和9%。但与此同时，有报道称英伟达高管表示CPO下半年将放量，两方信号产生明显矛盾，市场对传统光模块需求延长的预期出现动摇。Applied Optoelectronics是光纤网络产品领先供应商，主要服务于有线电视、光纤入户和网络数据中心三大终端市场。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1124021413","title":"异动解读 | CPO技术延迟预期利好传统光模块，Applied Optoelectronics盘中大涨9.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124021413","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1124021413?lang=zh_cn&edition=full","pubTime":"2026-06-10 21:40","pubTimestamp":1781098821,"startTime":"0","endTime":"0","summary":"光通信概念股Applied Optoelectronics Inc. 今日盘中大涨9.18%，表现显著强于大盘。这一技术路线的延期意味着传统可插拔光模块的生命周期有望延长，市场需求可能维持更长时间，直接利好AAOI等传统光模块供应商。Applied Optoelectronics是光纤网络产品的领先供应商，主要服务于数据中心等市场。此次股价波动凸显了市场对AI数据中心基础设施不同技术路径演变的高度敏感。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"faea37f58b078b29ac5fe350300476e9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138964396","title":"异动解读｜Applied Optoelectronics盘中上涨6.19%，CPO技术延迟预期利好传统光模块需求","url":"https://stock-news.laohu8.com/highlight/detail?id=1138964396","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1138964396?lang=zh_cn&edition=full","pubTime":"2026-06-10 21:39","pubTimestamp":1781098754,"startTime":"0","endTime":"0","summary":"6月10日，Applied Optoelectronics盘中上涨6.19%，报179.68美元/股，成交额4.75亿美元。该股上一交易日大跌17%，本次上涨为技术性反弹叠加消息面催化。传统可插拔光模块在维护和成本上更具优势，其生命周期有望延长，市场需求可能维持更长时间，直接利好AAOI等传统光模块供应商。Applied Optoelectronics是光纤网络产品的领先供应商，主要服务于有线电视、光纤入户和网络数据中心三大终端市场。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159190023","title":"美股光通信概念股多数走强，Applied Optoelectronics涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159190023","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1159190023?lang=zh_cn&edition=full","pubTime":"2026-06-10 21:37","pubTimestamp":1781098665,"startTime":"0","endTime":"0","summary":"6月10日，美股光通信概念股多数走强，$Applied Optoelectronics(AAOI)$涨超9%，$Credo(CRDO)$ Technology涨超6%，Lumentum Holdings、POET Technologies涨超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"faea37f58b078b29ac5fe350300476e9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FFTY","LU0719512351.SGD","LU1861215975.USD","LU2360107168.USD","AAOX","IE00B19Z4B17.USD","IE00B7SZL793.SGD","LITE","IE00B66KJ199.SGD","IE0009354923.USD","BK4141","BK4588","LU0082616367.USD","IE0031619046.USD","LITX","PTF","LU1861220033.SGD","AAOI","CRDU","LU2290526834.HKD","BK4585","BK4020","CRDO","LU0053671581.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130435137","title":"异动解读 | CPO技术延迟预期利好传统光模块，Applied Optoelectronics盘前大涨5.48%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130435137","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1130435137?lang=zh_cn&edition=full","pubTime":"2026-06-10 20:33","pubTimestamp":1781094814,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc. (AAOI) 今日盘前股价大涨5.48%，引起了市场的关注。消息面上，行业分析报告指出，CPO（共封装光学）技术在工程化、可靠性和维护成本方面仍面临挑战，规模化量产时间可能推迟至2028年甚至更晚。这一技术路线的延期意味着传统可插拔光模块的生命周期有望延长，市场需求可能维持更长时间，直接利好AAOI等传统光模块供应商。Applied Optoelectronics是光纤网络产品的领先供应商，主要服务于数据中心等市场。此前，因CPO技术延迟的预期引发光通信板块震荡，而此次股价反弹反映了市场对传统光模块需求前景的重新评估。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1141745086","title":"异动解读｜Applied Optoelectronics盘前上涨5.56%，CPO技术延迟预期利好传统光模块需求","url":"https://stock-news.laohu8.com/highlight/detail?id=1141745086","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1141745086?lang=zh_cn&edition=full","pubTime":"2026-06-10 20:32","pubTimestamp":1781094768,"startTime":"0","endTime":"0","summary":"6月10日，Applied Optoelectronics盘前上涨5.56%，报172.40美元/股，成交额4684.89万美元。消息面上，行业研究报告指出，CPO技术在工程化、可靠性和维护成本方面仍面临挑战，而传统可插拔光模块在维护和成本上更具优势。这一技术路线的延期意味着传统光模块的生命周期有望延长，市场需求可能维持更长时间，直接利好AAOI等光模块供应商。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180988579","title":"异动解读｜Applied Optoelectronics夜盘上涨5.6%，CPO技术延迟预期利好传统光模块需求","url":"https://stock-news.laohu8.com/highlight/detail?id=1180988579","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1180988579?lang=zh_cn&edition=full","pubTime":"2026-06-10 08:32","pubTimestamp":1781051567,"startTime":"0","endTime":"0","summary":"6月10日，Applied Optoelectronics夜盘上涨5.6%，报172.0美元/股，成交额431.03万美元。消息面上，行业研究报告指出，CPO技术在工程化、可靠性和维护成本方面仍面临挑战，而传统可插拔光模块在维护和成本上更具优势。这一技术路线的延期意味着传统光模块的生命周期有望延长，市场需求可能维持更长时间，直接利好AAOI等光模块供应商。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.ao-inc.com","stockEarnings":[{"period":"1week","weight":-0.0259},{"period":"1month","weight":0.0063},{"period":"3month","weight":1.2188},{"period":"6month","weight":6.0578},{"period":"1year","weight":11.382},{"period":"ytd","weight":4.4948}],"compareEarnings":[{"period":"1week","weight":0.0211},{"period":"1month","weight":0.0212},{"period":"3month","weight":0.1253},{"period":"6month","weight":0.1243},{"period":"1year","weight":0.2644},{"period":"ytd","weight":0.1069}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"Applied 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