Q1业绩指引超预期 Applied Optoelectronics涨超38%_老虎社区_美港股上老虎

Q1业绩指引超预期 Applied Optoelectronics涨超38%

智通财经02-27

周五，光通讯概念股Applied Optoelectronics(AAOI.US)股价拉涨，截至发稿，该股涨超38%，报74.49美元，该公司一季度业绩指引超预期。该公司将2026年营收指引上调至10亿美元以上，并预计2027年营收约40亿美元。尽管800G收入增长因亚马逊(AMZN.US)固件定制问题延后至2026年二季度，但机构认为数据中心需求仍具支撑。该股过去一年累计上涨123%，目前市值约40亿美元。

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