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Applied Optoelectronics Inc.

105.36

+2.072.00%

盤後：105.380.0200+0.02%19:59 EDT

成交量：500.13萬

成交額：5.30億

市值：89.10億

市盈率：-133.79

高：108.67

開：104.51

低：104.08

收：103.29

52周最高：233.67

52周最低：18.50

股本：8,456.92萬

流通股本：8,012.12萬

量比：0.68

換手率：6.24%

股息：- -

股息率：- -

每股收益(TTM):-0.7875

每股收益(LYR):-0.6400

淨資產收益率：-5.45%

總資產收益率：-2.72%

市淨率：5.34

市盈率(LYR):-164.62

資料載入中...

總覽公司新聞公告

異動解讀 | Applied Optoelectronics盤中大跌5.28%，通信設備板塊集體承壓拖累股價

美股異動 | 部分光通信股回落，Lumentum績後跌超8%

老虎资讯综合

美股異動 | 光通信股走高，POET升逾21%

老虎资讯综合

盤前異動｜存儲、光通信概念股上漲，閃迪、AAOI升逾3%；eBay升逾10%，遊戲驛站升逾4%

老虎资讯综合

異動解讀 | Applied Optoelectronics夜盤大漲5.12%，投資者會議催化與光通信板塊走強共推股價

異動解讀 | 應用光電盤中大漲5.32%，業績指引超預期及光通信板塊反彈提振股價

異動解讀 | 財報預期樂觀，應用光電盤中大漲7.45%

財報前瞻｜Applied Optoelectronics Inc.本季度營收預計增57.05%，機構觀點偏多

異動解讀 | 應用光電(AAOI)盤中大漲6.55%，光通信板塊情緒修復推動技術性反彈

Applied Optoelectronics Inc(AAOI)股票4月27日盤中下跌8.95%：背後推手曝光

TradingKey中文

異動解讀 | 沽空報告與技術衝擊雙重施壓，應用光電盤中大跌8.16%

異動解讀 | 香櫞沽空報告施壓，應用光電盤前大跌5.01%

異動解讀 | Applied Optoelectronics盤中大漲5.55%，產能擴張計劃提振市場信心

異動解讀 | 光通信板塊財報季前獲利回吐，Applied Optoelectronics盤中大跌5.13%

美股光通信板塊大漲大摩指供應鏈格局存重構風險

異動解讀 | 光通信需求激增，Applied Optoelectronics盤中大漲5.20%

美股加密貨幣概念股盤前集體反彈，Strategy漲近6%

每日经济新闻

盤前異動｜光通信概念股普漲，POET升逾8%，AAOI升逾4%；加密貨幣股上漲，Strategy升逾6%

老虎资讯综合

暴漲的美股光通信板塊迎來財報季 Needham績前薦股七隻

美股異動 | 光通信概念股盤初普漲，POET升逾21%

老虎资讯综合

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Labs(ALAB)$涨超5%，$康宁(GLW)$、$AAOI(AAOI)$、$Lumentum(LITE)$跟涨。","market":"us","thumbnail":"https://static.tigerbbs.com/407cfeda3e0fc777522ff3a7b6ab88ec","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/407cfeda3e0fc777522ff3a7b6ab88ec"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LITE","POET","GLW","ALAB","GLWG","BK4141","LABX","LITX","AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159096902","title":"盤前異動｜存儲、光通信概念股上漲，閃迪、AAOI升逾3%；eBay升逾10%，遊戲驛站升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096902","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159096902?lang=zh_tw&edition=fundamental","pubTime":"2026-05-04 16:06","pubTimestamp":1777882003,"startTime":"0","endTime":"0","summary":"美股存储概念股上涨，$闪迪$、$美光科技$、$希捷科技$涨超3%，$西部数据$涨超1%；美股光通信概念股普涨，$Applied Optoelectronics$、Lumentum、$POET Technologies$、Coherent涨超3%，$Astera Labs$、$康宁$跟涨；美股加密货币股上涨，$Circle$涨近5%，$Coinbase Global, Inc.$、$Strategy$涨超3%，$BitMine Immersion Technologies Inc.$涨超3%， Cleanspark、$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":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":["LU0444971666.USD","BK4585","LU1854104046.USD","BK4122","LU1815336760.USD","EBAY","AAOX","LU0444973449.USD","LU0640476718.USD","GMEY","BK4577","IE00B66KJ199.SGD","LU1059921491.USD","IE0031619046.USD","IE00B19Z4B17.USD","BK4220","LU0942090050.USD","LU0054578231.USD","SNXX","LU1854103824.USD","IGME","LU1280957306.USD","GME","LU1642822529.SGD","IE00B7SZL793.SGD","GMEU","BK4020","AAOI","BK4588","LU0476273544.USD","LU0963586101.USD","BK4547","LU1623119135.USD","LU0868494708.USD","LU0957808578.USD","LU1712237335.SGD","SNDK","BK4076","BK4170","LU0868494617.USD","BK4524"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194591619","title":"異動解讀 | Applied Optoelectronics夜盤大漲5.12%，投資者會議催化與光通信板塊走強共推股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1194591619","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194591619?lang=zh_tw&edition=fundamental","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":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":"1104350392","title":"異動解讀 | 應用光電盤中大漲5.32%，業績指引超預期及光通信板塊反彈提振股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1104350392","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104350392?lang=zh_tw&edition=fundamental","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":"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":"1147678939","title":"異動解讀 | 財報預期樂觀，應用光電盤中大漲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://ttm.financial/m/news/1147678939?lang=zh_tw&edition=fundamental","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":"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":"1130941572","title":"財報前瞻｜Applied Optoelectronics Inc.本季度營收預計增57.05%，機構觀點偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1130941572","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130941572?lang=zh_tw&edition=fundamental","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":null,"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":"異動解讀 | 應用光電(AAOI)盤中大漲6.55%，光通信板塊情緒修復推動技術性反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1130021851","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130021851?lang=zh_tw&edition=fundamental","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":"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":"2630119103","title":"Applied Optoelectronics Inc(AAOI)股票4月27日盤中下跌8.95%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2630119103","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2630119103?lang=zh_tw&edition=fundamental","pubTime":"2026-04-28 02:16","pubTimestamp":1777313805,"startTime":"0","endTime":"0","summary":"• 由于分析师的质疑和对估值的担忧，AAOI股价录得下跌。\n• 高估值倍数和尚未盈利的状态为AAOI构成了风险。\n• 内部人士减持以及分析师评级分歧加剧了负面情绪。","market":"sh","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261827913-market-movers-aaoi-20260427","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":["IE0031619046.USD","IE00B66KJ199.SGD","IE00B19Z4B17.USD","AAOX","IE00B7SZL793.SGD","BK4020","AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1176053424","title":"異動解讀 | 沽空報告與技術衝擊雙重施壓，應用光電盤中大跌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://ttm.financial/m/news/1176053424?lang=zh_tw&edition=fundamental","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":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":"1116639706","title":"異動解讀 | 香櫞沽空報告施壓，應用光電盤前大跌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://ttm.financial/m/news/1116639706?lang=zh_tw&edition=fundamental","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":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":"1145818333","title":"異動解讀 | Applied Optoelectronics盤中大漲5.55%，產能擴張計劃提振市場信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1145818333","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145818333?lang=zh_tw&edition=fundamental","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":"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":"1112509655","title":"異動解讀 | 光通信板塊財報季前獲利回吐，Applied Optoelectronics盤中大跌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://ttm.financial/m/news/1112509655?lang=zh_tw&edition=fundamental","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":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":"2629136042","title":"美股光通信板塊大漲 大摩指供應鏈格局存重構風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2629136042","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629136042?lang=zh_tw&edition=fundamental","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":["LU2089985449.USD","LU1244550577.SGD","AAOI","LU1548497426.USD","LU0963586101.USD","LU1732800096.USD","BK4516","LU1363072403.SGD","MRVU","LU0240877869.USD","BK4547","SGXZ31699556.SGD","LU0289739343.SGD","BK4148","LU0158827781.USD","LU1074936037.SGD","LU1235294995.USD","LU1989772840.SGD","MVLL","LU0154245756.USD","IE00BQXX3F31.USD","LU0053671581.USD","LU1861220033.SGD","LU2357305700.SGD","LU0795875086.SGD","LU0106261372.USD","IE0031619046.USD","LU0234570918.USD","LU0342679015.USD","LU1244550221.USD","LU0205194284.USD","BK4543","LU1791710400.SGD","LU0127658192.USD","LU0719512351.SGD","IE0009354923.USD","LU0061475181.USD","LU2111349929.HKD","LU2347655156.SGD","LU2931357623.SGD","LU2045819591.USD","LU1992135399.USD","LU1261432733.SGD","LU2065171311.SGD","LU2458330243.SGD","SG9999014906.USD","LU2065171402.SGD","SGXZ99366536.SGD","IE00BMPRXN33.USD","LU2322448957.HKD","LU1720051017.SGD","LU1119994496.HKD","LNOK","LU1732799900.SGD","POET","SG9999014898.SGD","LU0154236417.USD","LU2023251221.USD","SG9999017495.SGD","LU1162221912.USD","LU1815336760.USD","LU2089284900.SGD","LU0786609619.USD","LU0511384066.AUD","BK4535","BK4581","IE00BYQQ9H92.USD","LU1668664300.SGD","LU1559883803.SGD","BK4585","LU0882574139.USD","IE00B7SZL793.SGD","LU2211815571.USD","LU0187121727.USD","IE00BQXX3D17.EUR","IE00BZ199S13.USD","LU0149725797.USD","BK4588","IE00BKVL7J92.USD","LU0320765646.SGD","LU1989772923.USD","IE00BLSP4452.SGD","SG9999018857.SGD","LU0109391861.USD","LU1989764748.USD","CRDO","LU0006306889.USD","LU0205193047.USD","LU2271345857.HKD","IE00B5TLWC47.USD","LU1169589451.USD","SGXZ51526630.SGD","LU2133065610.SGD","BK4515","BK4127","BK4534","IE00BBT3K403.USD","COHX","BK4504","BK4157","BK4512","SG9999018865.SGD","LU2322448791.USD","SG9999014880.SGD","BK4605","LU0274383776.USD","LU0642271901.SGD","LU0795875169.SGD","LU0082616367.USD","LU1244550494.USD","LU2065170008.USD","LU0081259029.USD","LU1992135472.HKD","LU0158827948.USD","LU0823421333.USD","LU1633808545.USD","LU0708995401.HKD","LU1989764664.SGD","BK4554","LU0476273544.USD","IE00BFMHRM44.USD","LU0672654240.SGD","LU2237957902.USD","LU2048586759.USD","BK4089","LITX","IE00B19Z4B17.USD","LU0225283273.USD","IE00B2PGVK34.USD","LU0106831901.USD","LU0971096721.USD","GLW","IE00BMPRXR70.SGD","IE00BN8TJ469.HKD","LU1791710582.SGD","LU1852331112.SGD","LU2458330169.SGD","LU0823421416.USD","LABX","BK4604","LU0098860793.USD","LU0528227936.USD","LU2272731600.USD","BK4145","LU2065169927.USD","LU0240878834.USD","LU1642822529.SGD","LU2125910500.SGD","BK4141","COHR","LU1267930730.SGD","LU2290526834.HKD","LU2098885051.SGD","IE00BD6J9T35.USD","LU1169590202.USD","LU2089283258.USD","LU2028103732.USD","SG9999000418.SGD","IE00BFXG0V08.USD","IE00BLSP4239.USD","LU1316542783.SGD","LU2244417387.USD","IE00BQXX3C00.GBP","LU2272731782.SGD","LU0444971666.USD","AAOX","LU0957808578.USD","MS","SG9999014914.USD","LU0154245673.USD","LU0348723411.USD","LU1861215975.USD","LU2237957811.SGD","LU1303367103.USD","LU0289961442.SGD","IE00B3CCJ633.GBP","IE00BGHQF417.EUR","LU0320765059.SGD","SGXZ81514606.USD","LU0267386448.USD","LU2272731865.HKD","LU2360107168.USD","LU0557290698.USD","LU0012050646.USD","IE00BZ1G4Q59.USD","CRDU","LU0106261612.USD","LU0314104364.USD","LU0444973449.USD","LU1914381329.SGD","LU1823568750.SGD","LU0056508442.USD","LU0566484027.USD","LU0912757837.SGD","LU1720051108.HKD","LU1046421795.USD","LU1084165304.USD","IE00B66KJ199.SGD","LU2473716301.USD","BK4020"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100969291","title":"異動解讀 | 光通信需求激增，Applied Optoelectronics盤中大漲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://ttm.financial/m/news/1100969291?lang=zh_tw&edition=fundamental","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":"hk","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":"2629015382","title":"美股加密貨幣概念股盤前集體反彈，Strategy漲近6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2629015382","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629015382?lang=zh_tw&edition=fundamental","pubTime":"2026-04-22 16:09","pubTimestamp":1776845378,"startTime":"0","endTime":"0","summary":"4月22日，美股加密货币概念股盘前集体反弹，Strategy涨近6%，Coinbase、Circle、Robinhood涨超4%；光通信股续涨，POET再涨超10%，AAOI、ALAB、CRDO涨超3%；英特尔、AMD均涨近2%，CPU供不应求，两家公司下半年或再涨价8%~17%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202604223714022677.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202604223714022677.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_eastmoney","symbols":["09799","BK4594","MSTY","HOOD","MSII","BK4023","BK4595","07799","ALAB","CRDO","WNTR","AAOI","MSTP","SMI3.UK","BK4585","BK4600","MTYY","3LMI.UK","MSTU","BK4596","APED","MSTK","3SMI.UK","09399","MSTY.UK","COIN","SMST","MSTR","AMD","MSDD","BK4601","MSTX","MSST","BK4516","INTC","LMI3.UK","BK4588","MSOO","MSTZ","MSTW","04335","IMST","MST","07399","POET"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1188757174","title":"盤前異動｜光通信概念股普漲，POET升逾8%，AAOI升逾4%；加密貨幣股上漲，Strategy升逾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://ttm.financial/m/news/1188757174?lang=zh_tw&edition=fundamental","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":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":["LFGY","UNI.USD.CC","DIME","MSTY","WNTR","BK4601","BITU","MSTX","MSTK","BK4020","07399","ARKB","BITX","GDLC","MSII","MSTP","09399","BITQ","USDT.USD.CC","FBTC","TON.USD.CC","GBTC","MTYY","AVAX.USD.HKCC","3SMI.UK","BK4595","APED","SMI3.UK","LMI3.UK","APT.USD.CC","DAPP","VBTC.AU","TON.USD.HKCC","SNX.USD.CC","AVAX.USD.CC","DEFI","APT.USD.HKCC","UNI.USD.HKCC","BITB","BK4594","BK4596","MKR.USD.CC","BLOK","BK4023","MSOO","MSTR","BITO","BK4588","DOT.USD.CC","MSTW","POET","MSTU","BITW","SMST","COMP.USD.CC","BK4600","AAOI","IE00B7SZL793.SGD","AAOX","MSTZ","STCE","EZBC","IMST","LTC.USD.HKCC","BTCW","MST","IE0031619046.USD","BK4141","09799","BK4585","BK4516","07799","3LMI.UK","IE00B66KJ199.SGD","MSDD","BKCH","LINK.USD.HKCC","MSST","IE00B19Z4B17.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2629809770","title":"暴漲的美股光通信板塊迎來財報季 Needham績前薦股七隻","url":"https://stock-news.laohu8.com/highlight/detail?id=2629809770","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2629809770?lang=zh_tw&edition=fundamental","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":null,"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":["CIEN","DTCR","SG9999015945.SGD","LU1366192091.USD","ANEL","LU0210536198.USD","AAOI","ALMU","FN","UUP","LITE","AIPO","COHR","ANET","LABX","CRDU","LU0256863902.USD","LU0320765059.SGD","CHAT","LU0345769128.USD","IE00BKDWB100.SGD","LWLG","LU1496350502.SGD","LU2097344431.USD","SG9999002224.SGD","LU1720051108.HKD","LU0417517546.SGD","LU1804176565.USD","ALAB","IE0004091025.USD","POET","AGIX","LITX","COHX","CRDO","BLOK","UDN","ARTY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1179391085","title":"美股異動 | 光通信概念股盤初普漲，POET升逾21%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179391085","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179391085?lang=zh_tw&edition=fundamental","pubTime":"2026-04-21 21:40","pubTimestamp":1776778808,"startTime":"0","endTime":"0","summary":"4月21日，美股光通信概念股盘初普涨，POET Technologies涨超19%，Astera Labs涨超6%，Applied 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":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":["AAOI","BK4141","POET"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":17,"totalSize":395,"code":"91000000","status":"200"}]}}