Applied Optoelectronics Inc.(AAOI)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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AAOI Applied Optoelectronics Inc.

已收盘 05-08 16:00:00 EDT

148.94

-8.61

-5.46%

盘后150.43

+1.49+1.00%

19:59 EDT

最高177.88	最低143.58	成交量2,078万
今开173.85	昨收157.55	日振幅21.77%
总市值119.22亿	流通市值106.58亿	总股本8,005万
成交额32.51亿	换手率29.04%	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--

数据加载中...

北京优虎网络科技有限公司

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21:46","pubTimestamp":1778161609,"startTime":"0","endTime":"0","summary":"5月7日，美股光通信概念股盘初下跌，$AAOI(AAOI)$跌超8%，$Astera Labs(ALAB)$、$Lumentum(LITE)$跌超7%，Coherent跌超6%，$POET Technologies(POET)$跌超5%，$康宁(GLW)$跌超1%。","market":"us","thumbnail":"https://static.tigerbbs.com/407cfeda3e0fc777522ff3a7b6ab88ec","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/407cfeda3e0fc777522ff3a7b6ab88ec"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"09f395160991d6474db49e471019c765","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":["IE0031619046.USD","IE00B66KJ199.SGD","IE00B19Z4B17.USD","BK4020","AAOX","IE00B7SZL793.SGD","AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1127478487","title":"异动解读 | Applied 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22:43","pubTimestamp":1778078619,"startTime":"0","endTime":"0","summary":"5月6日，部分光通信股盘中回落，$Lumentum(LITE)$绩后跌超8%，$AAOI(AAOI)$跌超4%，$Astera Labs(ALAB)$跌超3%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/ebcca6033910949b913feddcd4408a54","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/ebcca6033910949b913feddcd4408a54"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"09f395160991d6474db49e471019c765","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":["LU0012050646.USD","LU0205194284.USD","PTF","LU2290526834.HKD","LITX","BK4585","LU0240877869.USD","BK4588","LU0289961442.SGD","AAOI","BK4020","LITE","LU0106261612.USD","LU1861220033.SGD","LU0511384066.AUD","LU1861215975.USD","LU0240878834.USD","LU0205193047.USD","LU0289739343.SGD","LU0348723411.USD","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1114819128","title":"美股异动 | 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Labs(ALAB)$涨超5%，$康宁(GLW)$、$AAOI(AAOI)$、$Lumentum(LITE)$跟涨。","market":"us","thumbnail":"https://static.tigerbbs.com/407cfeda3e0fc777522ff3a7b6ab88ec","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/407cfeda3e0fc777522ff3a7b6ab88ec"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"51a027f751419c138f13562a6d4560f8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["GLWG","ALAB","LABX","GLW","BK4141","AAOI","LITX","POET","LITE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159096902","title":"盘前异动｜存储、光通信概念股上涨，闪迪、AAOI涨超3%；eBay涨超10%，游戏驿站涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096902","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1159096902?lang=zh_cn&edition=full","pubTime":"2026-05-04 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Cleanspark、$Robinhood$涨超2%；$游戏驿站$提出以每股125美元或约合560亿美元的价格收购$eBay$，二者分别涨超4%、10%；$Palantir$涨近2%，公司将于美股盘后公布财报。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d3ea1dca05c963b064c7f73c9ae03449","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":["LU0476273544.USD","BK4122","IGME","LU1815336760.USD","SNDK","EBAY","LU1642822529.SGD","LU1712237335.SGD","LU0957808578.USD","BK4220","IE00B66KJ199.SGD","BK4076","LU0942090050.USD","BK4585","LU0444973449.USD","BK4577","SNXX","LU1854104046.USD","LU1623119135.USD","LU1280957306.USD","BK4588","AAOI","LU1854103824.USD","BK4020","GMEY","BK4547","BK4524","GMEU","BK4170","LU0963586101.USD","LU0444971666.USD","AAOX","LU0640476718.USD","LU0868494617.USD","LU0868494708.USD","IE00B19Z4B17.USD","LU0054578231.USD","LU1059921491.USD","GME","IE00B7SZL793.SGD","IE0031619046.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194591619","title":"异动解读 | Applied Optoelectronics夜盘大涨5.12%，投资者会议催化与光通信板块走强共推股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1194591619","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1194591619?lang=zh_cn&edition=full","pubTime":"2026-05-04 11:27","pubTimestamp":1777865230,"startTime":"0","endTime":"0","summary":"光通信器件制造商Applied Optoelectronics Inc.  在今日夜盘交易中大涨5.12%，引起了市场的广泛关注。消息面上，公司此前宣布将于5月13日参加Needham科技、媒体与消费者大会，届时其首席财务官兼首席战略官Stefan Murry将以炉边对话形式进行演讲。此外，整个光通信板块近日持续走强，在经历了此前因行业特定事件引发的抛售后，板块迎来多日反弹，呈现出显著的板块联动效应。同行业个股如Lumentum、诺基亚、Ciena科技等同期也录得上涨，共同推动了Applied Optoelectronics的股价表现。","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":"1104350392","title":"异动解读 | 应用光电盘中大涨5.32%，业绩指引超预期及光通信板块反弹提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1104350392","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1104350392?lang=zh_cn&edition=full","pubTime":"2026-05-01 22:41","pubTimestamp":1777646481,"startTime":"0","endTime":"0","summary":"应用光电（AAOI）今日盘中大涨5.32%，引起了市场的广泛关注。消息面上，公司近期公布的业绩指引超预期，预计第一季度收入在1.50亿至1.65亿美元之间，其中数据中心营收同比增长约3.6倍，book-to-bill比率超过4:1，并已锁定大部分产能至下一财年。此外，公司宣布将参加Needham科技大会，进一步提振了市场情绪。行业层面，光通信板块持续反弹，通信设备板块整体走强，同业公司如Lumentum、诺基亚和Ciena均录得上涨。应用光电作为AI数据中心800G/1.6T光模块垂直整合供应商，受益于超大规模数据中心扩产需求，全年营收指引超过10亿美元，市场对其高增长预期持续升温。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"dbfccb4e528c5d8291eb80f769981924","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":"1147678939","title":"异动解读 | 财报预期乐观，应用光电盘中大涨7.45%","url":"https://stock-news.laohu8.com/highlight/detail?id=1147678939","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1147678939?lang=zh_cn&edition=full","pubTime":"2026-05-01 03:47","pubTimestamp":1777578476,"startTime":"0","endTime":"0","summary":"应用光电今日盘中大涨7.45%，引起了市场的广泛关注。消息面上，公司即将发布最新财报，市场预期本季度营收将大幅增长，数据中心需求持续回暖，且多家机构维持偏积极态度，这些因素共同推动了股价的上涨。具体来看，市场一致预期显示，公司本季度营收预计同比增长约58%，数据中心业务作为增长引擎，受北美云厂商恢复采购与高速光模块升级带动，弹性较高。同时，机构观点集中在数据中心需求回暖带动订单能见度提升，以及产品结构优化对毛利率的支撑作用上，整体论调偏多。","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":"1130941572","title":"财报前瞻｜Applied Optoelectronics Inc.本季度营收预计增57.05%，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1130941572","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1130941572?lang=zh_cn&edition=full","pubTime":"2026-05-01 00:09","pubTimestamp":1777565368,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.将于2026年05月07日发布最新财报，本文梳理市场一致预期、上季度关键数据与机构观点，聚焦数据中心与有线电视两大业务走向。市场一致预期显示，本季度营收预计为1.57亿美元，同比增长58.05%；调整后每股收益预计为-0.05美元，同比下降33.99%。近期多家机构对Applied Optoelectronics Inc.维持偏积极态度，看多观点占比更高。基于这些观点，结合市场对本季度1.57亿美元营收与-0.05美元EPS的预期，机构多倾向于在订单验证与毛利率稳定的前提下保持建设性判断。","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":"财报前瞻｜Applied Optoelectronics Inc.本季度营收预计增57.05%，机构观点偏多","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1130021851","title":"异动解读 | 应用光电(AAOI)盘中大涨6.55%，光通信板块情绪修复推动技术性反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1130021851","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1130021851?lang=zh_cn&edition=full","pubTime":"2026-04-29 23:19","pubTimestamp":1777475972,"startTime":"0","endTime":"0","summary":"应用光电(AAOI)今日盘中大涨6.55%，引起了市场的广泛关注。消息面上，此次上涨主要源于光通信板块的整体情绪修复与技术性反弹。此前，因POET Technologies遭Marvell取消全部采购订单，引发了市场对供应链稳定性的担忧，导致整个板块在前期遭遇了恐慌性抛售并连续下挫。应用光电(AAOI)自身基本面并未受到该事件的直接冲击，作为美国本土稀缺的垂直整合光模块厂商，其800G产品批量交付、1.6T技术同步推进的核心增长逻辑依然稳固。随着市场情绪的逐步修复，股价随之回升。同日内，光通信板块其他个股亦普遍上涨，呈现出集体反弹的态势。","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":"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":"1176053424","title":"异动解读 | 做空报告与技术冲击双重施压，应用光电盘中大跌8.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1176053424","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1176053424?lang=zh_cn&edition=full","pubTime":"2026-04-27 21:38","pubTimestamp":1777297093,"startTime":"0","endTime":"0","summary":"应用光电今日盘中大跌8.16%，引起了市场的广泛关注。消息面上，知名做空机构香橼发布的报告持续对股价构成压力。报告的核心观点指出，英伟达下一代Rubin架构将采用CPO（共封装光学）方案，预计这将使单台交换机所需的激光器数量减少约75%，从而直接冲击应用光电以可插拔光模块为主的现有业务模式。同时，报告强调公司目前缺乏CPO光引擎的量产能力，技术路线已显滞后。此外，香橼的报告还列举了公司的其他风险，包括估值存在泡沫、财务结构较为脆弱以及客户集中度较高等问题。这些因素叠加当日通信设备板块整体表现疲软，共同导致了股价的显著下跌。","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":"-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":"1116639706","title":"异动解读 | 香橼做空报告施压，应用光电盘前大跌5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116639706","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116639706?lang=zh_cn&edition=full","pubTime":"2026-04-27 21:27","pubTimestamp":1777296444,"startTime":"0","endTime":"0","summary":"应用光电今日盘前股价大跌5.01%，引起了市场的广泛关注。消息面上，知名做空机构香橼此前发布的做空报告持续对股价构成压力。报告列出了五大核心理由，包括公司存在估值泡沫、财务脆弱、客户集中风险、技术兑现滞后，以及英伟达下一代平台采用CPO方案可能大幅减少对AAOI核心可插拔光模块的需求。香橼在报告中进一步指出，应用光电的核心业务是可插拔光模块，目前不具备CPO（共封装光学）量产能力，因此被排除在主流CPO生态之外，其长期增长逻辑面临严峻挑战。这份报告引发了投资者对公司未来前景的担忧。","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":"1145818333","title":"异动解读 | Applied Optoelectronics盘中大涨5.55%，产能扩张计划提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1145818333","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145818333?lang=zh_cn&edition=full","pubTime":"2026-04-24 21:54","pubTimestamp":1777038856,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.（AAOI）今日盘中大涨5.55%，引起了市场的广泛关注。消息面上，公司近期宣布了产能扩张计划。Applied Optoelectronics于4月17日宣布在德克萨斯州Pearland市新增制造设施，扩大约38.8万平方英尺制造面积，计划到2027年底将休斯顿地区800G和1.6T光模块月产能提升至70万只，并将激光器制造产能扩大约350%。公司创始人兼CEO Thompson Lin表示，数据中心对光学连接的需求超出预期。该扩产计划凸显了AI数据中心对高速光模块的强劲需求，市场在前期回调后重新定价其增长前景。","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":"1112509655","title":"异动解读 | 光通信板块财报季前获利回吐，Applied Optoelectronics盘中大跌5.13%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112509655","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1112509655?lang=zh_cn&edition=full","pubTime":"2026-04-24 00:40","pubTimestamp":1776962407,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics（AAOI）今日盘中大跌5.13%，引发了市场的关注。消息面上，光通信板块正迎来财报季，市场波动加剧。在财报公布前，前期涨幅较大的光通信个股普遍承受获利回吐压力，AAOI连续两个交易日放量下挫，短期多空博弈激烈。此前，Needham将AAOI目标价从130美元上调至190美元，看好其为亚马逊、Oracle等客户扩产800G/1.6T光收发器的弹性，公司计划年底将月产能提升至50万只以上，并设定全年营收超10亿美元目标。然而，这些积极因素未能抵消财报季前的回调压力。","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":"-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":"2629136042","title":"美股光通信板块大涨 大摩指供应链格局存重构风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2629136042","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629136042?lang=zh_cn&edition=full","pubTime":"2026-04-22 21:44","pubTimestamp":1776865491,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块开盘大幅上扬，POET Technologies  涨 19.80%，Coherent  涨 5.45%，Applied Optoelectronics  涨 5.27%，Credo Technology  涨 4.19%，康宁  涨 3.79%。消息面上，摩根士丹利 4 月 20 日发布研报指出，OFC 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