On June 15, Applied Optoelectronics rose 8.12% in regular trading, trading at $182.21/share, with turnover of $585 million. The rally was primarily driven by a significant easing of market concerns over the CPO (Co-Packaged Optics) technology roadmap dispute.

Previously, bearish analyst reports questioning CPO mass production timelines triggered consecutive selloffs across the optical communications sector, with AAOI shares retreating approximately 16%. Subsequently, NVIDIA executives publicly responded that their CPO switches have already been deployed in data centers and confirmed that related products will commence mass production delivery in the second half as planned, effectively alleviating market panic.

Following NVIDIA's positive statement, the market reassessed the optical communications industry's technology evolution and supply chain dynamics. Multiple peers in the sector rallied simultaneously, with the broader segment showing recovery momentum. AAOI's surge is widely viewed as a technical rebound following its oversold condition.

Applied Optoelectronics is a leading supplier of fiber-optic networking products, with business primarily focused on cable television, fiber-to-the-home, and data center network markets.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)