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 08-10 16:00:00 EDT

132.81

-2.82

-2.08%

盘后132.25

-0.56-0.42%

19:59 EDT

最高148.90	最低128.80	成交量1,851万
今开141.72	昨收135.63	日振幅14.82%
总市值112.32亿	流通市值107.00亿	总股本8,457万
成交额25.42亿	换手率22.97%	流通股本8,057万
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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光通信概念股盘初走强 Applied Optoelectronics(AAOI.US)涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658993465","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658993465?lang=zh_cn&edition=full","pubTime":"2026-08-10 21:44","pubTimestamp":1786369461,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周一，光通信概念股盘初走强，Applied Optoelectronics涨超7%，迈威尔科技涨近5%，Credo Technology涨近4%，POET Technology涨近2%。消息面上，此前Applied Optoelectronics公布了强劲的2026年第二季度业绩。管理层表示，AI基础设施相关需求依然强劲。第三季度业绩指引则显示，公司预计营收和盈利将大幅提升。以 CPO、NPO 为核心的纵向集成光互联技术正式进入商业化落地周期，为行业打开全新增量市场，光互联在 AI 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21:34","pubTimestamp":1786368882,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics今日盘中股价大涨8%，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，超出市场预期；数据中心业务收入同比增长约140%，首次突破1亿美元。800G产品收入同比增长逾十倍，管理层预计三季度将实现环比近五倍增长。强劲的业绩表现与激进的扩产计划，共同推动了AAOI股价在盘中延续上涨势头。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":"1120341288","title":"异动解读｜Applied 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2%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["SNDC",".SPX","SNXX","COHX","COHR","AAOI","SNDK","SNDG","SNDQ","SNDU",".IXIC",".DJI","SOXL"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1198595147","title":"盘前异动 | 三大股指期货盘前涨跌不一，太空概念与光通信板块走强；AAOI盘前涨超4%、应用材料盘前涨2.15%","url":"https://stock-news.laohu8.com/highlight/detail?id=1198595147","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1198595147?lang=zh_cn&edition=full","pubTime":"2026-08-10 16:05","pubTimestamp":1786349133,"startTime":"0","endTime":"0","summary":"美国股指期货周一涨跌不一，交易员密切关注霍尔木兹海峡协议和通胀数据。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":["LOFF","RKLZ","SPCQ","COHX","SPAX","SPAL","SPCM","LITX","ELOL","SNK","AAOI","SSPC","RKLX","SPCG","ESmain","GLW","GLWG","YMmain","SPCH","RKLB","SPCX","SPCF","SPCU","LOFD","COHR","NQmain","LITE"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1187304796","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187304796","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1187304796?lang=zh_cn&edition=full","pubTime":"2026-08-10 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Optoelectronics盘前上涨5.36%，二季度业绩超预期叠加800G需求强劲持续提振股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1185907113","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1185907113?lang=zh_cn&edition=full","pubTime":"2026-08-10 16:04","pubTimestamp":1786349085,"startTime":"0","endTime":"0","summary":"8月10日，Applied Optoelectronics盘前上涨5.36%，报142.97美元/股，成交额894.21万美元。消息面上，公司此前公布的第二季度财报表现亮眼，营收达1.919亿美元，同比增长86%，超出市场预期；数据中心业务收入同比增长约140%，首次突破1亿美元。800G产品收入达1280万美元，同比增逾十倍，管理层预计三季度将实现环比近五倍增长。管理层表示客户需求超出供应能力20%至40%，供需缺口预计持续至2027年年中。同板块Lumentum涨3.58%，光通信板块延续强势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658860500","title":"硅基vs碳基、光vs存储、开源vs闭源--这是高盛顶级科技交易员最关注的10张图表","url":"https://stock-news.laohu8.com/highlight/detail?id=2658860500","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658860500?lang=zh_cn&edition=full","pubTime":"2026-08-10 08:53","pubTimestamp":1786323186,"startTime":"0","endTime":"0","summary":"Callahan梳理出AI浪潮下三大结构性转变：智能体（硅基）流量超越人类（碳基）流量（机器人流量已占全网53%）；光学元器件大幅跑赢存储芯片（8月以来领先逾20个百分点）；开源模型以不足闭源8%的成本实现更优性能，直接冲击闭源商业模式。当前市场被定性为\"回归正常而非繁荣\"。","market":"us","thumbnail":"https://static.tigerbbs.com/bb491e894d559b9a3e21efb1b66dc3e6","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/bb491e894d559b9a3e21efb1b66dc3e6"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779037","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":["LU1868836591.USD","IE00BSNM7G36.USD","LITX","LU1668664300.SGD","LU1804176565.USD","LU1868837136.USD","LU0106831901.USD","SKHX","LU2237443895.HKD","LU0868494617.USD","LU2471134796.USD","07709","LU2471134879.HKD","SNDU","CIEN","SNDC","LU1894683264.USD","MUU","COHX","LU2750360641.GBP","LU0742534661.SGD","HYNX","SNDK","LU2265009873.SGD","SKDD","LU1894683348.USD","SK","LU2237443465.HKD","AAOI","LU0345770308.USD","LU1791807156.HKD","LU2237443978.SGD","LU2750360997.AUD","LU0345770993.USD","LU2471134952.CNY","CRDU","BK4516","BK4588","BK4585","MULL","MUYY","SKHZ","SNDG","LU0251131958.USD","IE0004091025.USD","SKUU","ALAB","LU0251142724.SGD","LU0061475181.USD","LU1868836757.USD","FN","IE00B19Z3B42.SGD","MU","CRDO","ALMU","LITE","LU2237438978.USD","IE00B19Z3581.USD","LWLG","LU0048573561.USD","MUD","LU0868494708.USD","BK4552","BK4550","SNXX","LABX","MIC","SKHU","LU1868837300.USD","BK4127","GSX","LU2237443549.SGD","SKHY","IE00BFXG1179.USD","SNDQ","LU0942090050.USD","LU0096364046.USD","IE0004086264.USD","POET","IE0002270589.USD","BK4533","LU2471134523.USD","COHR","LU1868836914.USD","MUZ"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658837671","title":"周末热议：“空存储、多光”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658837671","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658837671?lang=zh_cn&edition=full","pubTime":"2026-08-10 07:35","pubTimestamp":1786318506,"startTime":"0","endTime":"0","summary":"知名存储多头Jukan转向短期审慎，并给出三个理由：一是韩国杠杆ETF市场功能性失效后，相关投资者面临赎回压力，可能为存储股带来额外抛压；二是英伟达正调整下一代AI系统架构，Rubin Ultra可能减少每机架HBM配置，转而使用光互联连接多个机架；三是市场对存储价格未来两个季度见顶的预期正在强化。而知名投资者\"白毛股神\"Serenity针锋相对，认为存储基本面未变，市场不过是在\"瓶颈与瓶颈之间轮动\"。","market":"us","thumbnail":"https://static.tigerbbs.com/f208b2dd37f3ae8ff344a115dad936f8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f208b2dd37f3ae8ff344a115dad936f8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778999","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":["LEGR","ARTY","TTXU","MUU","LITX","COHX","FTXL","WLDR","SNDG","CHAT","AAOI","SCHA","SNXX","DRAM","EFIV","EGGY","WUGI","DRMP","SNDU","SOXX","SCHM","VGT","MU","LITE","SNDC","SOXQ","SMH","FDTX","UUP","FCUS","TMSL","FTEC","CHPX","BAI","QQQG","SNDK","GLW","SHOC","DRMY","AIFD","GLWG","DISK","OPTZ","CNAV","FXL","UDN","XNTK","EMSF","RAM","FAI","CHPS","COHR","PSI","IXN","IETC","AIQ","CGGO"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658975674","title":"“新股神”：仍看多存储板块，市场焦点重新转向光子领域","url":"https://stock-news.laohu8.com/highlight/detail?id=2658975674","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2658975674?lang=zh_cn&edition=full","pubTime":"2026-08-09 16:56","pubTimestamp":1786265767,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，“新股神”发文表示，其仍看多以美光（MU）和三星为代表的存储板块，并认为市场往往会在不同供应瓶颈之间轮动。本周，AXTI 至 LITE 等光子板块标的再次成为焦点；相较 7 月下跌期间，主要变化是股价，其后才是零散的叙事和业务更新。\n\n他指出，市场在 7 月下跌时已经知道 COHR 和 LITE 的激光产品未来 2 年全部售罄，也已从 AAOI 上季度业绩电话会了解需求失衡。除清算后的股价变化外，光子板块基本面并未恶化；光收发器及磷化铟衬底瓶颈没有改变，甚至可能进一步加剧。\n\n存储方面，“新股神”称散户正出现投降情绪，但此前同一批人在 MU 签署 16 份 SCA 并给出出色预测后极度看多。他认为，当前存储业务的营业利润与市值之比“极不合理”，且明年需求失衡或更严重；同一家公司改变的只是估值和叙事，市场则在不同板块间轮动。 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15:48","pubTimestamp":1786175316,"startTime":"0","endTime":"0","summary":"统计数据显示，景林资产二季度美股持仓市值为21.9亿美元，环比下降44%。值得注意的是，景林资产Q2建仓阿斯麦、美国光模块制造商$Applied Optoelectronics$、$世纪互联$、$应用材料$等AI算力产业链公司，清仓Meta Platforms 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10:41","pubTimestamp":1786156881,"startTime":"0","endTime":"0","summary":"AAOI二季度营收同比增长86%至1.919亿美元，数据中心业务首破亿元，带动Coherent、Lumentum、康宁等光通信股集体大涨。分析师认为，AAOI的超预期表现，对同样深度布局AI数据中心光互联的Lumentum和Coherent构成利好预示——两家公司均将于下周公布财报。","market":"sh","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778985","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AAOI业绩爆了，带飞整个光通信","news_tag":"dataReport,movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI","FOTO","IE0031619046.USD","LUMA","IE00B19Z4B17.USD","LAZR","XITK","BK4020","AAOX","IE00B7SZL793.SGD","LYTE","IE00B66KJ199.SGD","SIXG"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1173121629","title":"异动解读 | Applied Optoelectronics盘中大涨20.07%，二季度财报超预期叠加800G/1.6T需求前景强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1173121629","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1173121629?lang=zh_cn&edition=full","pubTime":"2026-08-07 22:31","pubTimestamp":1786113073,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.今日盘中股价大幅拉升，涨幅达到20.07%，引发市场广泛关注。二季度800G收入为1280万美元，同比增逾十倍，环比增长超过一倍。管理层预计，800G收入将在第三季度接近环比五倍增长。公司管理层在业绩电话会上表示，AI基础设施相关需求依然强劲，客户需求较AAOI供应能力高出约20%至40%，预计这一供需缺口将持续至2027年年中，进一步提振了市场对其中长期增长前景的信心。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":"2657641643","title":"美股异动 | 光通信概念股普涨 Applied Optoelectronics(AAOI.US)涨逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657641643","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657641643?lang=zh_cn&edition=full","pubTime":"2026-08-07 21:48","pubTimestamp":1786110513,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周五，光通信概念股普涨，Applied Optoelectronics涨逾12%，Coherent涨逾10%，Lumentum涨逾6%，POET Technologies涨逾5%，康宁涨逾4%，迈威尔科技涨4%。消息面上，8月6日，Applied Optoelectronics公布第二财季财报，营收1.919亿美元，同比增长86.4%，数据中心业务收入首次突破1亿美元，同比增长140%，非GAAP净利润实现盈利。公司披露1.6T产品即将完成客户认证并启动出货，已手握超过2亿美元订单，大部分将在第四季度交付。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1477588.html","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":"stock_zhitongcaijing","symbols":["IE0031619046.USD","FOTO","IE00B66KJ199.SGD","IE00B7SZL793.SGD","AAOX","IE00B19Z4B17.USD","LAZR","LYTE","AAOI","BK4020","XITK","LUMA","SIXG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196436418","title":"异动解读｜Applied Optoelectronics盘中上涨13.58%，二季度业绩超预期叠加800G需求强劲推动反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1196436418","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1196436418?lang=zh_cn&edition=full","pubTime":"2026-08-07 21:38","pubTimestamp":1786109890,"startTime":"0","endTime":"0","summary":"8月7日，Applied Optoelectronics盘中上涨13.58%，报137.72美元/股，成交额6.31亿美元。消息面上，公司此前公布的第二季度财报表现亮眼，营收1.919亿美元，同比增长86%，超出市场预期；调整后每股收益0.06美元，显著高于分析师预期的0.02美元。数据中心业务收入同比增长约140%，首次突破1亿美元。管理层在业绩电话会上表示，客户需求超出供应能力20%至40%，预计供需缺口将持续至2027年年中，800G收入有望在第三季度实现环比近五倍增长。同板块Lumentum涨7.38%，光通信板块集体走强。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Applied Optoelectronics盘中上涨13.58%，二季度业绩超预期叠加800G需求强劲推动反弹","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657617685","title":"光通信板块盘前普涨 Coherent（COHR）涨4.87% 机构料未来五年全球光通信行业有望保持高增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2657617685","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657617685?lang=zh_cn&edition=full","pubTime":"2026-08-07 18:40","pubTimestamp":1786099211,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块盘前普涨，截至发稿，Applied Optoelectronics 涨13.27%，Coherent涨4.87%，康宁涨4.78%，Lumentum涨4.53%，Astera Labs涨1.29%。维持对全球光通信行业高景气度的判断，未来五年有望持续保持高增长态势，持续推荐光通信板块。中国光模块龙头在AI高速互联领域已建立起覆盖技术迭代、量产规模与客户响应的综合优势，产业链地位稳固，禁令落地面临较大的产业现实阻力。","market":"sh","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":"299f0a9977df499f8ead781071e5e5e7","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303553","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":["XSD","LABX","ALAB","LU2265009873.SGD","LU0205193047.USD","BK4588","SGXZ99366536.SGD","IE00BFMHRM44.USD","COHX","LU2272731600.USD","SGXZ81514606.USD","LU1861220033.SGD","LAZR","LU0106261612.USD","LU1861215975.USD","LU1992135472.HKD","SGXZ51526630.SGD","IE00B19Z4B17.USD","AAOX","LU1804176565.USD","IE00B7SZL793.SGD","LU0012050646.USD","LU0823414478.USD","AAOI","BK4585","SMHX","BK4157","BK4148","LU0348723411.USD","IE0031619046.USD","LU2357305700.SGD","EGGY","LU0289739343.SGD","COHR","SPRX","LU2249611893.SGD","COHH","LU2931357623.SGD","BK4512","LU0274383776.USD","LU2272731865.HKD","LU2360107168.USD","GLW","AIPI","LU1720051017.SGD","LU2322448791.USD","LU0266013472.USD","LU0511384066.AUD","LU1720051108.HKD","LU0205194284.USD","LU2506951792.HKD","LITE","LU0240877869.USD","LU1992135399.USD","LU0240878834.USD","LU2543165471.USD","XITK","CNAV","LU2272731782.SGD","LU2322448957.HKD","LU0289961442.SGD","LITX","LU2357125470.USD","LU2294711713.HKD","GLWG","COWG","BK4141","LU2473716301.USD","BK4020","CHAT","LU2089985449.USD","RULE","SOXY","COHC","LU1548497426.USD","LU2290526834.HKD","LU0823414551.USD","LU2211815571.USD","IE00B66KJ199.SGD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657761585","title":"或受AAOI扩产冲击中际旭创尾盘跳水，公司回应：公司7月订单指引至今有效","url":"https://stock-news.laohu8.com/highlight/detail?id=2657761585","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2657761585?lang=zh_cn&edition=full","pubTime":"2026-08-07 16:19","pubTimestamp":1786090758,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","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":"live_zhitongcaijing","symbols":["IE00B66KJ199.SGD","IE0031619046.USD","LAZR","AAOX","XITK","AAOI","BK4020","IE00B7SZL793.SGD","IE00B19Z4B17.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183921829","title":"异动解读 | Applied Optoelectronics盘前大涨13.27%，二季度业绩超预期叠加800G/1.6T需求前景强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1183921829","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1183921829?lang=zh_cn&edition=full","pubTime":"2026-08-07 16:04","pubTimestamp":1786089882,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.今日盘前股价大涨13.27%，报137.06美元，引发市场广泛关注。本次盘前强势反弹，反映出市场对该公司二季度超预期业绩以及中长期高速光模块需求展望的重新定价。财报显示，公司第二季度营收达到1.919亿美元，同比增长86.4%，超出市场预期的1.9048亿美元。公司管理层在业绩电话会上表示，当前AI基础设施相关需求依然强劲，客户需求较AAOI供应能力高出约20%至40%，预计这一供需缺口将持续至2027年年中。管理层预计，800G收入将在第三季度接近环比五倍增长。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":"1121833157","title":"异动解读 | Applied Optoelectronics夜盘大涨11.78%，Q2业绩超预期及800G需求强劲推动股价强势反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1121833157","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1121833157?lang=zh_cn&edition=full","pubTime":"2026-08-07 16:03","pubTimestamp":1786089801,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics在夜盘交易时段股价大涨11.78%，引发市场广泛关注。消息面上，公司此前公布的2026财年第二季度财报表现亮眼，成为推动股价强势反弹的核心动力。数据中心业务收入同比增长约140%，首次突破1亿美元，成为业绩增长的主要驱动力。尽管公司对第三季度的业绩指引中值略低于市场预期，但强劲的Q2业绩表现以及高速光模块产品的旺盛需求前景，促使市场对前期因获利了结导致的股价回调进行重新定价，推动夜盘交易时段股价大幅走强。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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":"1198547613","title":"异动解读｜Applied Optoelectronics盘前上涨10.02%，二季度业绩超预期叠加需求展望乐观推动反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1198547613","media":"行情直击","labels":["dataReport","movement"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1198547613?lang=zh_cn&edition=full","pubTime":"2026-08-07 16:01","pubTimestamp":1786089717,"startTime":"0","endTime":"0","summary":"8月7日，Applied Optoelectronics盘前上涨10.02%，报137.06美元/股，成交额1387.54万美元。此前该股因财报公布后获利了结及三季度指引略低于预期，盘后一度下跌逾6%，本次盘前大幅反弹或反映市场对二季度超预期业绩及中长期需求展望的重新定价。消息面上，公司二季度营收1.919亿美元，同比增长86%，超出市场预期；调整后每股收益0.06美元，显著高于分析师预期的0.02美元。同板块Lumentum涨3.74%，板块情绪回暖。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Applied 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