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

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。

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股价累计回调约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。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。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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