异动解读 | 业绩超预期叠加产能扩张计划，应用光电盘前续涨5.21%

异动解读08-10 16:04

应用光电(AAOI)今日盘前大涨5.21%，延续了上周五的强势表现，引发市场广泛关注。

消息面上，公司此前公布的二季度财报表现亮眼，营收同比增长86%至1.919亿美元，数据中心业务首次突破1亿美元大关，非GAAP每股收益0.06美元超出指引上限。公司给出的三季度营收指引为2.55亿至2.90亿美元，并维持全年约11亿美元的目标。其中，800G产品二季度收入同比增长逾十倍、环比翻倍，管理层预计三季度将实现近五倍环比增长，增长重心正加速向更高速率产品切换。

产能方面，公司透露当前客户需求超出供应能力20%至40%，制约增长的主要因素已非需求而是产能。公司计划大幅扩张产能，800G和1.6T月产能将从目前的近20万片提升至2026年底超65万片、2027年底超93万片。CEO林宗男预计四季度1.6T收入可超7000万美元，显示出对高速光模块需求持续爆发的强烈信心。强劲的业绩表现与激进的扩产计划，共同推动了AAOI股价在盘前延续上涨势头。

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