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Applied Optoelectronics Inc.

100.68

-8.9600-8.17%

盘后：99.43-1.2500-1.24%19:59 EDT

成交量：1,103.07万

成交额：11.21亿

市值：85.14亿

市盈率：-127.84

高：106.41

开：106.20

低：99.22

收：109.64

52周最高：233.67

52周最低：18.50

股本：8,456.92万

流通股本：8,091.79万

量比：0.83

换手率：13.63%

股息：- -

股息率：- -

每股收益(TTM):-0.7875

每股收益(LYR):-0.6400

净资产收益率：-5.45%

总资产收益率：-2.72%

市净率：5.10

市盈率(LYR):-157.31

数据加载中...

总览公司新闻资讯公告

异动解读 | Applied Optoelectronics夜盘大涨6.12%，财报强增长预期叠加光通信板块持续回暖

异动解读｜Applied Optoelectronics夜盘上涨5.43%，财报强增长预期叠加光通信板块持续回暖

美股异动 | 光通信概念股普涨 Applied Optoelectronics(AAOI.US)大涨逾11%

美股光通信概念股盘中拉升，Applied Optoelectronics涨超9%

老虎资讯综合

异动解读｜Applied Optoelectronics盘中下跌6.04%，报93.735美元

异动解读｜Applied Optoelectronics盘中上涨12.76%，财报强增长预期叠加光通信板块超跌反弹延续

美股异动｜光通信板块集体上扬，AXT涨近28%，AAOI涨超9%，COHR涨超8%，ALAB涨超7%

老虎资讯综合

异动解读｜Applied Optoelectronics盘前上涨6.62%，财报强增长预期叠加光通信板块超跌反弹延续

异动解读｜Applied Optoelectronics夜盘上涨5.65%，财报强增长预期叠加光通信板块超跌反弹延续

异动解读｜Applied Optoelectronics盘后上涨5.42%，财报强增长预期叠加光通信板块超跌反弹延续

美股异动 | 光通信股集体走强迈威尔科技(MRVL.US)涨超10%

美股异动｜光通信概念股板块普涨，AAOI涨近15%，ALAB涨近14%，迈威尔科技涨超10%，康宁涨超7%

老虎资讯综合

异动解读｜Applied Optoelectronics盘中上涨9.95%，财报强增长预期叠加光通信板块超跌反弹

异动解读｜Applied Optoelectronics盘前上涨5.37%，财报前瞻显示营收预期大增叠加机构偏多

财报前瞻｜Applied Optoelectronics Inc.本季度营收预计增80.03%，机构观点偏多

ETF日报 | 2倍做空IREN ETF涨超27%；2倍做空AAOI ETF涨近27%；三倍做空半导体ETF涨超16%；科技做空与原油走强

异动解读｜Applied Optoelectronics盘中下跌5.15%，光通信板块延续调整

异动解读｜Applied Optoelectronics夜盘下跌5.04%，光通信板块延续调整

美股异动｜光通信概念股板块重挫，康宁跌近19%，AXT跌超15%，AAOI跌近14%，COHR、 LITE跌超12%

老虎资讯综合

异动解读｜Applied Optoelectronics盘中下跌8.18%，光通信板块延续调整承压

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Optoelectronics涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124665717","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1124665717?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 22:27","pubTimestamp":1785767267,"startTime":"0","endTime":"0","summary":"8月3日，美股光通信概念股盘中拉升，$Applied Optoelectronics(AAOI)$涨超9%，$Coherent(COHR)$涨超5%，$康宁(GLW)$、Lumentum涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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":["LU0266013472.USD","LU2473716301.USD","LU0274383776.USD","LU1992135399.USD","SIXG","LU1548497426.USD","CNAV","COHX","RULE","LU1720051108.HKD","COHH","COHC","GLW","SGXZ51526630.SGD","BK4020","BK4157","BK4512","IE00B19Z4B17.USD","LU0348723411.USD","LU2360107168.USD","AAOX","LUMA","IE00BFMHRM44.USD","LU2265009873.SGD","COHR","IE0031619046.USD","BK4585","LU2322448791.USD","IE00B7SZL793.SGD","LU2089985449.USD","LU2211815571.USD","EGGY","GLWG","LU1804176565.USD","LAZR","LU1992135472.HKD","SGXZ99366536.SGD","LITE","LU2543165471.USD","LU2931357623.SGD","XITK","BK4148","FOTO","LU2272731782.SGD","BK4588","IE00B66KJ199.SGD","LU1861215975.USD","LU2272731600.USD","LU1720051017.SGD","LU2322448957.HKD","LU2357305700.SGD","LU2290526834.HKD","SGXZ81514606.USD","LU1861220033.SGD","AAOI","SPRX","LU2272731865.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1121689541","title":"异动解读｜Applied Optoelectronics盘中下跌6.04%，报93.735美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1121689541","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121689541?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 21:48","pubTimestamp":1785764899,"startTime":"0","endTime":"0","summary":"8月3日，Applied Optoelectronics盘中下跌6.04%，报93.735美元/股，成交额1.17亿美元。Applied Optoelectronics所在的通信设备行业中，个股普遍走弱，Lumentum跌3.01%，思科跌1.14%，Arista Networks跌2.51%，诺基亚跌2.08%，Ciena科技跌4.10%。Applied Optoelectronics是行业领先的光纤网络产品供应商，主要供应有线电视、光纤入户和网络数据中心三大终端市场，设计并制造各种光纤通讯产品。公司将于8月6日盘后发布新一季财报。（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。","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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190881671","title":"异动解读｜Applied Optoelectronics盘中上涨12.76%，财报强增长预期叠加光通信板块超跌反弹延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1190881671","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1190881671?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 21:42","pubTimestamp":1785505349,"startTime":"0","endTime":"0","summary":"7月31日，Applied Optoelectronics盘中上涨12.76%，报98.41美元/股，成交额2.26亿美元。消息面上，公司将于8月6日盘后发布新一季财报，市场一致预期本季度营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%。此前受康宁Q3业绩指引不及预期拖累，光通信板块集体承压，AAOI整个7月累计跌幅超25%，当前股价从高位大幅回调后，叠加财报强增长预期，市场超跌反弹持续演绎。同板块个股普遍走强，Lumentum涨7.79%、Arista Networks涨6.07%、Ciena涨5.89%。","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":"1179291914","title":"美股异动｜光通信板块集体上扬，AXT涨近28%，AAOI涨超9%，COHR涨超8%，ALAB涨超7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1179291914","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1179291914?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 21:40","pubTimestamp":1785505244,"startTime":"0","endTime":"0","summary":"7月31日，光通信板块集体上扬，AXT涨近28%，AAOI涨超9%，COHR涨超8%，ALAB涨超7%，迈威尔科技、康宁、LITE涨超5%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/e07066c2477e42b53a0708e0ce41584b","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/e07066c2477e42b53a0708e0ce41584b"],"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","MRVL","ALAB","MVLL","AAOI","SNXX","COHX","GLWG","GLW","COHR","LABX","AXTI","WDCX","SNDC","SNDQ","SNDU","SNDG","LITX","MRVU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181384371","title":"异动解读｜Applied Optoelectronics盘前上涨6.62%，财报强增长预期叠加光通信板块超跌反弹延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1181384371","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181384371?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 16:09","pubTimestamp":1785485343,"startTime":"0","endTime":"0","summary":"7月31日，Applied Optoelectronics盘前上涨6.62%，报96.15美元/股，成交额421.39万美元。此前夜盘及盘后该股已连续走强，盘前涨势进一步延续。消息面上，公司将于8月6日盘后发布新一季财报，市场一致预期本季度营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%。此前受康宁Q3业绩指引不及预期拖累，光通信板块集体承压，AAOI整个7月累计跌幅超25%，当前股价从高位大幅回调后，叠加财报强增长预期，市场超跌反弹持续演绎。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183275100","title":"异动解读｜Applied Optoelectronics夜盘上涨5.65%，财报强增长预期叠加光通信板块超跌反弹延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1183275100","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183275100?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 08:01","pubTimestamp":1785456115,"startTime":"0","endTime":"0","summary":"7月31日，Applied Optoelectronics夜盘上涨5.65%，报94.95美元/股，成交额28.91万美元。此前盘后该股已涨逾5%，夜盘涨势进一步延续。消息面上，公司将于8月6日盘后发布新一季财报，市场一致预期本季度营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%。此前受康宁Q3业绩指引不及预期拖累，光通信板块集体承压，AAOI整个7月累计跌幅超25%，当前股价从高位大幅回调后，叠加财报强增长预期，市场出现超跌反弹。","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夜盘上涨5.65%，财报强增长预期叠加光通信板块超跌反弹延续","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1108524442","title":"异动解读｜Applied Optoelectronics盘后上涨5.42%，财报强增长预期叠加光通信板块超跌反弹延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1108524442","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1108524442?lang=zh_cn&edition=fundamental","pubTime":"2026-07-31 05:20","pubTimestamp":1785446448,"startTime":"0","endTime":"0","summary":"7月30日，Applied Optoelectronics盘后上涨5.42%，报94.9美元/股，成交额1374.28万美元。当日盘中该股已大涨近10%，盘后涨势延续。覆盖机构观点以看多为主，买入与强力买入合计占比约57.14%，看空观点缺席。此前受康宁Q3业绩指引不及预期拖累，光通信板块集体承压，AAOI整个7月累计跌幅超25%，当前股价从高位大幅回调后，叠加财报强增长预期，市场出现超跌反弹。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2655052078","title":"美股异动 | 光通信股集体走强 迈威尔科技(MRVL.US)涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655052078","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2655052078?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 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Optoelectronics盘中上涨9.95%，财报强增长预期叠加光通信板块超跌反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=1131801035","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131801035?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 21:48","pubTimestamp":1785419321,"startTime":"0","endTime":"0","summary":"7月30日，Applied Optoelectronics盘中上涨9.95%，报87.35美元/股，成交额1.48亿美元。消息面上，公司将于8月6日盘后发布新一季财报，市场一致预期本季度营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%。覆盖机构观点以看多为主，买入与强力买入合计占比约57.14%，看空观点缺席。此前受康宁Q3业绩指引不及预期拖累，光通信板块集体承压，AAOI整个7月累计跌幅超25%，当前股价从高位大幅回调后，叠加财报强增长预期，市场出现超跌反弹。","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":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113987139","title":"异动解读｜Applied Optoelectronics盘前上涨5.37%，财报前瞻显示营收预期大增叠加机构偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1113987139","media":"行情直击","labels":["preview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113987139?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 19:21","pubTimestamp":1785410471,"startTime":"0","endTime":"0","summary":"7月30日，Applied Optoelectronics盘前上涨5.37%，报80.53美元/股，成交额767.31万美元。消息面上，公司将于8月6日盘后发布新一季财报，市场一致预期本季度营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%。此前公司股价整个7月累计跌幅超25%，主要受康宁Q3业绩指引不及预期拖累光通信板块整体抛压所致，当前股价从高位大幅回调后，叠加财报强增长预期，市场出现超跌反弹。","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":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1169048576","title":"财报前瞻｜Applied Optoelectronics Inc.本季度营收预计增80.03%，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1169048576","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1169048576?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 12:37","pubTimestamp":1785386234,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.将于2026年08月06日（盘后）发布新一季财报，市场关注订单兑现进度与毛利率的阶段性改善路径。市场一致预期本季度公司营收约1.90亿美元，同比增长80.03%；调整后每股收益约0.02美元，同比增长120.22%；息税前利润约122.46万美元，同比增长124.86%。覆盖公司的机构观点以看多为主，近期统计显示买入与强力买入合计占比约57.14%，看空观点缺席，另有部分机构维持中性。","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80.03%，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":"1153012517","title":"ETF日报 | 2倍做空IREN ETF涨超27%；2倍做空AAOI ETF涨近27%；三倍做空半导体ETF涨超16%；科技做空与原油走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1153012517","media":"ETF追踪","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153012517?lang=zh_cn&edition=fundamental","pubTime":"2026-07-30 08:20","pubTimestamp":1785370800,"startTime":"0","endTime":"0","summary":"美股ETF涨幅Top5Tradr 2X Short IREN Daily ETF上涨27.05%。Tradr 2X Short AAOI Daily ETF上涨26.61%。该产品两倍做空光子学芯片公司Applied Optoelectronics，底层公司股价走弱，杠杆机制放大当日涨幅。Tradr 2X ShortCBRS Daily ETF上涨22.27%。美股ETF跌幅Top5DEFIANCE DAILY TARGET 2X LONG LMND ETF下跌48.02%。2倍做多VRT ETF-GraniteShares下跌33.92%。纳指三倍做空ETF上涨6.30%。大宗商品ETF涨幅Top 5二倍做多彭博原油ETF上涨10.79%。二倍做空黄金矿业指数ETF-Direxion上涨2.09%。行业指数ETF涨幅Top 5三倍做空半导体ETF-Direxion Daily上涨16.35%。债券ETF涨幅Top 5FlexShares iBoxx 3 Year Target Duration TIPS Index Fund上涨0.25%。Vanguard Short-Term 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Optoelectronics盘中下跌5.15%，光通信板块延续调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1137871989","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1137871989?lang=zh_cn&edition=fundamental","pubTime":"2026-07-29 21:53","pubTimestamp":1785333223,"startTime":"0","endTime":"0","summary":"7月29日，Applied Optoelectronics盘中下跌5.15%，报83.725美元/股，成交额1.12亿美元。消息面上，光通信板块持续承压。板块龙头康宁此前发布第二季度财报，虽核心营收47.4亿美元同比增长17%，但Q3业绩指引令市场失望，核心销售额预测49亿至50亿美元，区间中值49.5亿略低于市场共识，引发板块集体抛压。7月28日康宁跌近19%，AAOI跌近14%，板块整体延续弱势，Lumentum跌3.9%、Ciena跌3.73%、诺基亚跌3.64%。AAOI整个7月累计跌幅已逾25%，当前仍处于调整周期中。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159229317","title":"异动解读｜Applied Optoelectronics夜盘下跌5.04%，光通信板块延续调整","url":"https://stock-news.laohu8.com/highlight/detail?id=1159229317","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159229317?lang=zh_cn&edition=fundamental","pubTime":"2026-07-29 12:09","pubTimestamp":1785298148,"startTime":"0","endTime":"0","summary":"7月29日，Applied Optoelectronics夜盘下跌5.04%，报83.7美元/股，成交额881.27万美元。消息面上，光通信概念股板块持续重挫，板块龙头康宁此前发布第二季度财报，虽核心营收47.4亿美元同比增长17%，但Q3业绩指引令市场失望，核心销售额预测49亿至50亿美元，区间中值49.5亿略低于市场共识，引发板块集体抛压。7月28日康宁跌近19%，AAOI跌近14%，COHR、LITE跌超12%。AAOI整个7月累计跌幅已逾25%，当前通信设备行业整体延续弱势，Lumentum跌4.82%、Ciena跌3.85%、诺基亚跌3.47%。","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夜盘下跌5.04%，光通信板块延续调整","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1168941063","title":"美股异动｜光通信概念股板块重挫，康宁跌近19%，AXT跌超15%，AAOI跌近14%，COHR、 LITE跌超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1168941063","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1168941063?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 22:08","pubTimestamp":1785247710,"startTime":"0","endTime":"0","summary":"7月28日，光通信概念股板块重挫，康宁跌近19%，AXT跌超15%，AAOI跌近14%，COHR、 LITE跌超12%， $迈威尔科技(MRVL)$跌近9%。消息面上，康宁周二盘前交出了2026年第二季度财报：核心营收47.4亿美元，同比增长17%；核心每股收益0.78美元，同比增长30%。Q3业绩指引令市场失望，核心销售额预测49亿至50亿美元，上限仅与预期持平，区间中值49.5亿略低于共识。","market":"us","thumbnail":"https://community-static.tradeup.com/news/1cff449981db40754e628c76764ca158","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/1cff449981db40754e628c76764ca158"],"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":["GLWG","COHX","LITX","AAOI","MVLL","LITE","MRVL","MRVU","COHR","GLW","AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187734254","title":"异动解读｜Applied Optoelectronics盘中下跌8.18%，光通信板块延续调整承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1187734254","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187734254?lang=zh_cn&edition=fundamental","pubTime":"2026-07-28 21:43","pubTimestamp":1785246217,"startTime":"0","endTime":"0","summary":"7月28日，Applied Optoelectronics盘中下跌8.18%，报85.61美元/股，成交额1.49亿美元。消息面上，光通信板块近期持续承压，此前特朗普就贸易政策发表重磅言论，引发半导体及光通信概念股集体重挫，AAOI在7月25日已大跌10.60%。当前通信设备行业延续弱势，Lumentum跌11.4%、Ciena科技跌9.95%、诺基亚跌5.46%、Arista Networks跌5.35%，板块整体仍处调整之中。AAOI整个7月累计跌幅已逾25%，此前Needham虽维持\"买入\"评级但下调目标价至220美元，显示市场对其短期走势存在分歧。","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":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":20,"pageCount":9,"totalSize":389,"code":"91000000","status":"200"}]}}