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.

未开盘 05-06 16:00:00 EDT

178.54

-2.03

-1.12%

盘后175.70

-2.84-1.59%

19:59 EDT

最高187.93	最低169.24	成交量910.75万
今开186.96	昨收180.57	日振幅10.35%
总市值142.92亿	流通市值127.76亿	总股本8,005万
成交额16.13亿	换手率12.73%	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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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 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| 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":"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":"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":"nz","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":"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":"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 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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":"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":"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 | 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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":"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":"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":"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":"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 光纤通讯大会结束后，新增投资者持续布局光通信板块，买方资金规模持续扩容，对板块股价形成支撑。同时行业存在多重变量，激光器产能扩张节奏尚不明确，加剧行业供需格局判断难度。","market":"hk","thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299573","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":["LU1668664300.SGD","IE00BFMHRM44.USD","BK4554","LU0708995401.HKD","SG9999014898.SGD","BK4504","LU0187121727.USD","LU1914381329.SGD","LU1261432733.SGD","LU0823421333.USD","POET","BK4543","LU0109391861.USD","LU1559883803.SGD","LU0240878834.USD","AAOI","BK4604","LU0963586101.USD","LU2089985449.USD","LU0314104364.USD","LU0795875086.SGD","LU1316542783.SGD","LU2065171402.SGD","COHR","SGXZ81514606.USD","SG9999014906.USD","LU0672654240.SGD","LU1074936037.SGD","CRDU","SG9999000418.SGD","LU2237957811.SGD","IE0009354923.USD","BK4516","LU2458330243.SGD","IE00BMPRXR70.SGD","LU0061475181.USD","LU0528227936.USD","LU0882574139.USD","BK4512","LU2089284900.SGD","SG9999018865.SGD","LU1303367103.USD","LU0006306889.USD","LU0106831901.USD","LU0342679015.USD","LU0056508442.USD","LU0511384066.AUD","LU0557290698.USD","LU0012050646.USD","SG9999014880.SGD","IE00BZ199S13.USD","SGXZ31699556.SGD","IE00BQXX3C00.GBP","LU0205194284.USD","LU2458330169.SGD","IE00B2PGVK34.USD","LU1992135472.HKD","SG9999014914.USD","BK4588","LU2290526834.HKD","BK4127","BK4605","IE00B3CCJ633.GBP","IE00BZ1G4Q59.USD","BK4515","IE00BLSP4452.SGD","LU2931357623.SGD","LU0957808578.USD","LU0642271901.SGD","LU0912757837.SGD","LU0154245756.USD","LU0205193047.USD","LU0795875169.SGD","LU1267930730.SGD","MVLL","COHX","LU0234570918.USD","LU2347655156.SGD","LU2272731600.USD","LU2272731782.SGD","BK4585","LU1244550221.USD","LU0106261372.USD","LU1244550577.SGD","BK4157","LU0106261612.USD","LU0320765646.SGD","IE00B5TLWC47.USD","LU2473716301.USD","IE00BFXG0V08.USD","LU0444971666.USD","LU0158827781.USD","LU0149725797.USD","LU1633808545.USD","IE0031619046.USD","LU1861220033.SGD","BK4089","LU0154236417.USD","LU0053671581.USD","LU1169590202.USD","LU1162221912.USD","LU1244550494.USD","LU1791710582.SGD","LU1989764748.USD","LU0719512351.SGD","LU1046421795.USD","LU1720051017.SGD","IE00BKVL7J92.USD","MRVU","SGXZ51526630.SGD","BK4534","LU0320765059.SGD","LU2065169927.USD","IE00BGHQF417.EUR","LU0158827948.USD","LU0225283273.USD","LU1989772840.SGD","LU2272731865.HKD","BK4141","LU0154245673.USD","IE00BBT3K403.USD","IE00BD6J9T35.USD","LU0098860793.USD","LU0786609619.USD","LU0971096721.USD","AAOX","LU1989764664.SGD","LU2089283258.USD","LU2065171311.SGD","LU1791710400.SGD","LU2023251221.USD","LU2237957902.USD","LU1989772923.USD","IE00BMPRXN33.USD","LU1169589451.USD","LU0127658192.USD","LU1861215975.USD","SG9999018857.SGD","LU0444973449.USD","IE00BLSP4239.USD","LU0267386448.USD","LU0082616367.USD","IE00BN8TJ469.HKD","LU1720051108.HKD","LU2048586759.USD","LU1363072403.SGD","LU2133065610.SGD","LU1084165304.USD","LU2244417387.USD","SG9999017495.SGD","IE00B7SZL793.SGD","BK4148","LU0476273544.USD","LU1852331112.SGD","BK4547","LU2065170008.USD","LU0289961442.SGD","BK4145","LU2322448957.HKD","IE00B66KJ199.SGD","GLW","LU2111349929.HKD","MS","LNOK","LU0240877869.USD","LU0081259029.USD","LU2271345857.HKD","SGXZ99366536.SGD","LU2322448791.USD","BK4020","LU0348723411.USD","LU2211815571.USD","IE00B19Z4B17.USD","LU2028103732.USD","LABX","LITX","LU0823421416.USD","LU1992135399.USD","IE00BQXX3D17.EUR","LU2125910500.SGD","LU0289739343.SGD","BK4535","LU1732799900.SGD","LU1548497426.USD","LU1732800096.USD","LU2360107168.USD","LU2045819591.USD","LU1235294995.USD","LU1815336760.USD","LU2098885051.SGD","IE00BYQQ9H92.USD","LU1119994496.HKD","BK4581","IE00BQXX3F31.USD","LU1823568750.SGD","LU0274383776.USD","LU2357305700.SGD","LU0566484027.USD","CRDO","LU1642822529.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100969291","title":"异动解读 | 光通信需求激增，Applied Optoelectronics盘中大涨5.20%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100969291","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1100969291?lang=zh_cn&edition=full","pubTime":"2026-04-22 21:44","pubTimestamp":1776865476,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.今日盘中大涨5.20%，引起了市场的广泛关注。消息面上，投资机构Needham发布报告，全面看多光通信板块，并将AAOI列为AI/云资本支出推动下光收发器需求激增的直接受益者。Needham因此将AAOI的目标价从130美元大幅上调至190美元，并给予“买入”评级。AAOI作为该领域的核心供应商，其产能扩张计划和业绩增长前景获得了市场的积极认可，从而推动了股价的显著上涨。","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":"1188757174","title":"盘前异动｜光通信概念股普涨，POET涨超8%，AAOI涨超4%；加密货币股上涨，Strategy涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188757174","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1188757174?lang=zh_cn&edition=full","pubTime":"2026-04-22 16:04","pubTimestamp":1776845084,"startTime":"0","endTime":"0","summary":"4月22日，美股三大股指期货上涨，截止发稿，道指期货涨0.57%，纳指期货涨0.81%，标普500指数期货涨0.62%。美股光通信概念股普涨，$POET Technologies$涨超8%，$Applied Optoelectronics$涨超4%，$Astera Labs$涨超3%，Coherent、Lumentum、$康宁$跟涨。存储概念股普涨，$希捷科技$涨超3%，$西部数据$张超2%，$闪迪$、$美光科技$涨超1%。加密货币股盘前上涨，$Strategy$涨超6%，$BitMine Immersion Technologies Inc.$、$Circle$、$Coinbase Global, Inc.$涨超4%，Cleanspark、$Robinhood$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"27d8076df609742be12f3db660c90358","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":["EZBC","DIME","DOT.USD.CC","IE00B19Z4B17.USD","BK4141","VBTC.AU","AVAX.USD.CC","BK4596","MSTX","BK4594","BK4585","3SMI.UK","BK4600","MSST","APT.USD.CC","STCE","POET","APT.USD.HKCC","APED","MSTK","BITO","GDLC","UNI.USD.CC","MSTZ","MSTY","FBTC","MSDD","MSTU","BITQ","UNI.USD.HKCC","MSII","BITU","BK4588","BITW","LFGY","TON.USD.HKCC","BK4020","07399","07799","USDT.USD.CC","BK4516","SNX.USD.CC","DEFI","AAOX","BITX","LMI3.UK","BLOK","LINK.USD.HKCC","09799","MSOO","GBTC","DAPP","BK4023","IE0031619046.USD","MTYY","IE00B66KJ199.SGD","BKCH","MSTR","COMP.USD.CC","AVAX.USD.HKCC","SMI3.UK","BK4601","ARKB","3LMI.UK","TON.USD.CC","AAOI","SMST","MSTP","MST","BK4595","IE00B7SZL793.SGD","IMST","BITB","MKR.USD.CC","LTC.USD.HKCC","MSTW","BTCW","WNTR","09399"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629809770","title":"暴涨的美股光通信板块迎来财报季 Needham绩前荐股七只","url":"https://stock-news.laohu8.com/highlight/detail?id=2629809770","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2629809770?lang=zh_cn&edition=full","pubTime":"2026-04-22 15:54","pubTimestamp":1776844469,"startTime":"0","endTime":"0","summary":"投资机构Needham于本周二发布的一份前瞻报告，为这场即将到来的业绩检阅提供了关键的坐标。Needham因此全面看多整个赛道，在即将公布第一季度财报的光网络公司中，对报告中覆盖的七只股票均给出了“买入”评级，并提前大幅上调了其中五家的目标价。Needham将其目标价从330美元上调至380美元，显示出对其行业龙头地位的持续认可。Needham同样将其列为“中长期最佳位置”标的，但指出市场短期预期过高导致股价波动。Needham将其目标价从36美元上调至53美元。","market":"us","thumbnail":"https://static.tigerbbs.com/9982b5275cb81b278be38e321704e998","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9982b5275cb81b278be38e321704e998"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"c95ae967560cb7236328724ee51a2d71","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1431823.html","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":"stock_zhitongcaijing","symbols":["LITX","ALMU","COHR","BLOK","LU1720051108.HKD","UDN","DTCR","LU0210536198.USD","ALAB","LITE","CHAT","LU0256863902.USD","LU1496350502.SGD","LU0345769128.USD","CRDO","IE00BKDWB100.SGD","AIPO","LU1366192091.USD","CRDU","SG9999002224.SGD","FN","ARTY","AAOI","ANEL","LU0320765059.SGD","LU2097344431.USD","CIEN","AGIX","LWLG","POET","LU0417517546.SGD","SG9999015945.SGD","LU1804176565.USD","COHX","IE0004091025.USD","ANET","LABX","UUP"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1179391085","title":"美股异动 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Optoelectronics涨超5%，Coherent、Lumentum、康宁跟涨","market":"us","thumbnail":"https://community-static.tradeup.com/news/c4c52836a9976339a4eb570135a46579","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/c4c52836a9976339a4eb570135a46579"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"a59d732ef1d2abcbc666153a0d4a4956","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":["BK4141","POET","AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1151522601","title":"异动解读 | Needham大幅上调目标价，应用光电子盘中大涨5.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151522601","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151522601?lang=zh_cn&edition=full","pubTime":"2026-04-21 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