Applied Optoelectronics Inc.

96.74

+1.451.52%

盤後：99.462.72+2.81%19:59 EDT

成交量：710.12萬

成交額：6.92億

市值：81.81億

市盈率：-122.84

高：99.60

開：98.20

低：94.00

收：95.29

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：1.19

換手率：8.86%

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：4.90

市盈率(LYR):-151.16

資料載入中...

總覽公司新聞資訊公告

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Optoelectronics盤中大跌5.94%，財報公布前獲利回吐疊加板塊走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1142667033","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142667033?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:46","pubTimestamp":1786023996,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics（AAOI）今日盘中股价大跌5.94%，引发市场广泛关注。消息面上，公司将于今日盘后发布新一季财报，市场预期本季度营收约1.90亿美元，同比增长80.03%。此前受美国拟禁止中国数据中心产品进口消息及强劲增长预期提振，该股近几个交易日累计大幅上涨，此次盘中回落或反映部分资金在财报公布前选择获利了结。此外，通信设备板块今日整体承压，同板块的Lumentum跌2.25%、Ciena科技跌3.38%、Arista Networks跌2.15%，板块整体走弱也对AAOI股价构成一定拖累。","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":"1172071740","title":"異動解讀 | Applied Optoelectronics盤前大跌5.09%，財報公布前獲利回吐疊加板塊走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1172071740","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172071740?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:30","pubTimestamp":1786023010,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics（AAOI）今日盘前股价大跌5.09%，引发市场关注。消息面上，公司将于今日盘后发布新一季财报，市场预期本季度营收约1.90亿美元，同比增长80.03%。此前受美国拟禁止中国数据中心产品进口消息及强劲增长预期提振，该股近几个交易日累计大幅上涨，此次盘前回落或反映部分资金在财报公布前选择获利了结。此外，通信设备板块今日整体承压，同板块的Lumentum跌2.25%、Ciena科技跌3.38%、Arista Networks跌2.15%，板块整体走弱也对AAOI股价构成一定拖累。","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":"1197264391","title":"異動解讀｜Applied Optoelectronics盤前下跌5.93%，財報發布前獲利回吐疊加板塊整體走弱","url":"https://stock-news.laohu8.com/highlight/detail?id=1197264391","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1197264391?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 21:29","pubTimestamp":1786022972,"startTime":"0","endTime":"0","summary":"8月6日，Applied Optoelectronics盘前下跌5.93%，报120.84美元/股，成交额2733.85万美元。此前受美国拟禁止中国数据中心产品进口消息及强劲增长预期提振，该股近几个交易日累计大幅上涨，盘前回落或反映部分资金在财报公布前获利了结。通信设备板块今日整体承压，同板块Lumentum跌2.25%、Ciena科技跌3.38%、Arista Networks跌2.15%。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。","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":"2657752332","title":"光通信概念股局部強勢 AXT Inc（AXTI）漲13.77% 機構預警：美國若盲目切割中國光模塊產品將反噬西方廠商","url":"https://stock-news.laohu8.com/highlight/detail?id=2657752332","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657752332?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 22:06","pubTimestamp":1785938807,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股局部强势，截至发稿，AXT Inc 涨13.77%，Coherent涨5.12%，Applied Optoelectronics涨3.87%，Lumentum涨2.07%，Ciena涨1.77%，安费诺涨1.51%，Credo Technology涨1.32%。消息面上，美国拟禁止进口中国光模块产品传闻仍持续扰动股市。知名技术市场研究机构Counterpoint新近发布预警称，若美国政府实施针对中国光收发器模块（光模块）的进口禁令，将对美国超大规模数据中心运营商造成严重的“附带伤害”，并急剧加剧当前西方供应链无法独自化解的硬件供应瓶颈。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTgzYzFjMzMwYjg4MjEzNTY0MzUzNDIy.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303472","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":["BK4533","LU0795875086.SGD","LU1721428933.USD","LU2083900584.USD","LU2471134879.HKD","USXF","TEK","AVGX","LU2458330243.SGD","SGXZ99366536.SGD","SG9999015986.USD","LU2095319765.USD","LU0784383803.USD","LU0079474960.USD","LU1720051108.HKD","BK4543","IE00BJJMRX11.SGD","IE00BJTD4V19.USD","LU2272731782.SGD","LU0205194284.USD","LU2764263203.CNY","LU2896262040.SGD","SG9999003800.SGD","IE00B42XCP33.USD","SG9999018865.SGD","LU2236285917.USD","LU0640476718.USD","LU0048584097.USD","LU0096362180.USD","SPRX","CHAT","HK0000914686.HKD","LU0820562030.AUD","LU0316494557.USD","JGRO","LU2089283258.USD","LU0345770308.USD","LU1935042215.USD","LU1400636574.HKD","IE00BMPRXR70.SGD","BK4141","SGXZ23171101.USD","IE00BQXX3D17.EUR","LU1670711123.USD","LU1670756490.USD","LU2168564065.EUR","LU1868836757.USD","LU1732799900.SGD","LU0106261612.USD","LU0726765562.USD","LU2298321311.HKD","USD","LU1718418525.SGD","IXN","ESLG","IE00BZ9MQY76.HKD","LU0274383776.USD","LU0957791311.USD","LU2210150020.SGD","LU0965509010.AUD","SGXZ81514606.USD","LU2458330169.SGD","LU0784385840.USD","LU2249611893.SGD","LU2272731600.USD","IE00B66KJ199.SGD","XITK","LU0683600562.USD","LU2065171311.SGD","TRFK","LU0029864427.USD","LU0868494617.USD","LU1803068623.USD","BK4588","LU0203201768.USD","IE0031619046.USD","LU2111349929.HKD","IE0004445239.USD","COHR","LU2023250843.SGD","LU0957808578.USD","LU0348723411.USD","IE00BGHQDM52.EUR","LU0942090050.USD","LU1979441026.SGD","IE00BVYPNV92.GBP","LU0109392836.USD","IE00BYQQ9H92.USD","LU0823421416.USD","IE00BBT3K403.USD","IE0001KFT4U8.USD","APHU","BAI","IE00BN8TJ469.HKD","LU1935042488.USD","COHX","LU0708994859.HKD","LU2462591350.SGD","IE00BZ199S13.USD","LU0354030511.USD","LU1868836591.USD","LU2237443895.HKD","LU1003077747.HKD","LU1934455277.USD","LU2106854487.HKD","LU0511384066.AUD","LU2265009873.SGD","LU0154236417.USD","IE00BVYPNQ40.USD","BK4157","AVGG","LU0256863902.USD","LU1868837136.USD","LU1935042991.SGD","LU0072462426.USD","IE00BDGV0183.EUR","LU0056508442.USD","LU0323240290.USD","SOXQ","LU1861215975.USD","LU2471134796.USD","LU0238689110.USD","IE00BMPRXQ63.HKD","XLK","LU0174119429.USD","TTEQ","LU0211327993.USD","BK4575","IE00B7KXQ091.USD","SOXX","SG9999017495.SGD","LU0672654240.SGD","LU2237957811.SGD","LU0949170426.SGD","CGDG","LU0069063385.USD","LU2322448791.USD","LU0133085943.USD","AXTI","BK4581","LU0347712357.USD","LU2360108059.USD","IE0009356076.USD","LU0158827948.USD","LU0861579265.USD","LU2602419157.SGD","LU0823434740.USD","IE00BJTD4N35.SGD","LU2357125470.USD","SG9999015945.SGD","LU2023250504.SGD","BK4612","IE00BKPKM429.USD","BK4551","SG9999014880.SGD","LU0289961442.SGD","BK4148","LU0820561818.USD","LU0444973449.USD","LU1629891620.HKD","FCUS","IE00BWXC8680.SGD","LU2272731865.HKD","LU2764263039.SGD","LU2720916845.USD","LU0823414551.USD","LU2065169927.USD","LU1989764664.SGD","SG9999018857.SGD","HK0000532082.HKD","LU1814569148.SGD","IE00BN29S564.USD","IE00BZ1G4Q59.USD","LU2347655073.USD","LU1145028129.USD","LU0345770993.USD","LU2054465674.USD","LU2211815571.USD","LU0205193047.USD","LU0096364046.USD","CIBR","LU1551013342.USD","LU1674673691.USD","LU1037948541.HKD","LU1923623000.USD","LU1803068979.SGD","LU0964807845.USD","LU1670628061.USD","IE00B5TLWC47.USD","LU2420271590.USD","LU2746668461.USD","IE00B19Z9Z06.USD","LU1852331112.SGD","IE00B4JS1V06.HKD","LU0012050646.USD","LU0345768740.USD","LU0187121727.USD","LU0472753341.HKD","LU0795875169.SGD","LU0868494708.USD","LU0476273544.USD","SPTE","COHC","LU2286300806.USD","LU2065170008.USD","LU0057025933.USD","LU2213496289.HKD","BK4554","IE00B19Z4B17.USD","LU0310800379.SGD","LU0965509283.SGD","LU1066051225.USD","LU2048586759.USD","LU0210528500.USD","LU0784385170.HKD","LU2063271972.USD","HK0000914660.USD","LU2505996509.AUD","IE00B3CCJ633.GBP","LU0053671581.USD","LU0256863811.USD","AVGO","LU1242518857.USD","LU2237443622.USD","LU2125909247.SGD","LU1366192091.USD","LU1267930730.SGD","LU0689626769.HKD","LU1267930490.SGD","LU0308772762.SGD","LU0784384876.USD","LU2322448957.HKD","LU0823414478.USD","LU0143551892.USD","BK4020","LU0289739343.SGD","LU2125154935.USD","SG9999000418.SGD","LU0738911758.USD","IE00BYV24P56.USD","LU0276348264.USD","XTL","LU0198837287.USD","IE00BJJMRY28.SGD","LU0234572021.USD","LU2264538146.SGD","LU2430703251.USD","LU2023250330.USD","IE0004445015.USD","LU0310799852.SGD","PTF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| Applied Optoelectronics盤中大漲6.52%，美國擬限中國數據中心產品進口疊加強勁財報預期","url":"https://stock-news.laohu8.com/highlight/detail?id=1107551161","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1107551161?lang=zh_tw&edition=fundamental","pubTime":"2026-08-05 22:00","pubTimestamp":1785938444,"startTime":"0","endTime":"0","summary":"Applied Optoelectronics Inc.（AAOI）今日盘中股价大涨6.52%，引发市场广泛关注。消息面上，美国正起草一项针对中国数据中心设备的进口禁令，拟限制美国进口中国数据中心组件新型号，此举持续提振美国本土光通信公司股价，Applied 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21:58","pubTimestamp":1785938339,"startTime":"0","endTime":"0","summary":"8月5日，Applied Optoelectronics盘中上涨5.6%，报139.11美元/股，成交额3.91亿美元。消息面上，美国正起草一项针对中国数据中心设备的进口禁令，拟限制美国进口中国数据中心组件新型号，该消息持续提振美国本土光通信公司股价，Applied Optoelectronics作为光纤网络产品供应商成为主要受益者之一。此外，公司将于8月6日盘后发布新一季财报，市场预期本季度营收约1.90亿美元，同比增长80.03%，强劲增长预期叠加政策利好推动股价延续强势。同板块Lumentum涨约3.12%，板块联动效应明显。","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":"Applied Optoelectronics盘中上涨5.6%，美国拟禁中国数据中心产品进口持续提振光通信板块","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AAOI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1137084125","title":"異動解讀 | 美國擬禁止中國數據中心產品進口，Applied 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Coherent（COHR）漲12.22%、邁威爾科技（MRVL）漲11.43%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656769554","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656769554?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 22:05","pubTimestamp":1785852304,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信概念股走强，截至发稿，Applied Optoelectronics 涨17.75%，Lightwave Logic涨13.78%，POET Technologies涨13.04%，Fabrinet涨12.88%，Coherent涨12.22%，迈威尔科技涨11.43%，Astera Labs涨9.19%，奇景光电涨9.00%，MaxLinear涨7.93%，Credo Technology涨6.44%，Lumentum涨6.52%，诺基亚涨6.10%，Viavi Solutions涨5.34%，Ciena涨5.34%。据Light Counting数据，2025年全年光模块及相关产品的最终销售额统计为268亿美元，较2024年增长74%。Light Counting预测2026年以太网光模块市场将增长65%，2026年800G光模块出货量将增长一倍以上，1.6T光模块出货量将从2025年的小基数增长至数千万端口。","market":"fut","thumbnail":"https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/NGU1YzNhMmY0MDcxNDc2NDI4MDI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303414","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":["ARTY","CRDU","IE00BLSP4239.USD","LU1815336091.USD","LU2458330169.SGD","LU2272731600.USD","LU0106261612.USD","LU0012050646.USD","BK4547","BK4157","LU1861220033.SGD","LU2272731865.HKD","LU1169589451.USD","BK4020","AAOI","LU0266013472.USD","LU0823421333.USD","XITK","LU1316542783.SGD","LU2322448957.HKD","LU2290526834.HKD","VIAV","LU0757428866.USD","LU0274383776.USD","SOXY","LU1303367103.USD","LU0444973449.USD","HIMX","LU1548497426.USD","QQQA","LU2360107168.USD","SPRX","MRVU","WUGI","CIEN","LU0240878834.USD","IE00BLSP4452.SGD","LABX","LU2473716301.USD","LU0444971666.USD","AIFD","LU0289739343.SGD","LU0823434583.USD","FDTX","SG9999000418.SGD","LU0056508442.USD","AAOX","CNAV","LU1989764664.SGD","LU2357125470.USD","LU2357305700.SGD","BK4148","POET","LU1823568750.SGD","LU1989764748.USD","LU2322448791.USD","LU2506951792.HKD","SGXZ99366536.SGD","XTL","LU0963586101.USD","LU0205194284.USD","LU1119994496.HKD","LU1261432733.SGD","BK4588","BK4605","EGGY","LU0154245756.USD","COHH","IE00BBT3K403.USD","LU0289961442.SGD","LU2249611893.SGD","ALAB","LU1235294995.USD","LU0006061336.USD","BK4581","LU0957808578.USD","AIS","COHC","MRVL","LU2211815571.USD","XSD","LU2931357623.SGD","LU0154245673.USD","IE0004091025.USD","BK4585","LU1861215975.USD","LU0127658192.USD","LU2098885051.SGD","IE00BMPRXR70.SGD","LU2294711713.HKD","BK4526","COHR","FTXL","BK4145","CHAT","IE00B19Z4B17.USD","LU2272731782.SGD","COHX","LU2543165471.USD","LU0061475181.USD","CRDO","LU0240877869.USD","LU0823414478.USD","FAI","LU2244417387.USD","LU0348723411.USD","LU1642822529.SGD","LU1084165304.USD","LU0082616367.USD","LAZR","SGXZ81514606.USD","LU2045819591.USD","LU1559883803.SGD","NOK","LU0187121727.USD","FXL","LU1815336760.USD","IE0031619046.USD","LU2065171402.SGD","LU1852331112.SGD","LU0053671581.USD","COWG","LU1992135399.USD","IE00B7SZL793.SGD","LU0081259029.USD","LU1992135472.HKD","LU2458330243.SGD","AIPI","BK4543","LU2089985449.USD","LU0511384066.AUD","LU0786609619.USD","LU2065171311.SGD","IE00BN8TJ469.HKD","XNTK","LU0154236417.USD","IE00BMPRXQ63.HKD","LU1169590202.USD","LU1720051108.HKD","MXL","MVLL","FN","LU0823434740.USD","LU1720051017.SGD","SGXZ51526630.SGD","IE00B66KJ199.SGD","PSCT","LU0205193047.USD","LU2065170008.USD","BK4141","LU0642271901.SGD","LU0566484027.USD","LU1046421795.USD","LNOK","LU0719512351.SGD","LU2065169927.USD","LWLG","LITX","DTCR","GTEK","LU0823421416.USD","IE00BMPRXN33.USD","IE0009354923.USD","LU0823414551.USD","LU0476273544.USD","LITE","BK4515","BK4604","LU2125910500.SGD","SMHX","IE0004086264.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173205289","title":"異動解讀｜Applied Optoelectronics盤中上漲14.57%，財報強增長預期疊加光通信板塊集體走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1173205289","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173205289?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 21:43","pubTimestamp":1785851017,"startTime":"0","endTime":"0","summary":"8月4日，Applied Optoelectronics盘中上涨14.57%，报127.79美元/股，成交额7.94亿美元。此外，康宁CEO近期在电话会上表示光通信产品需求强劲，预计单GPU光纤需求增长1.3至1.5倍，提振板块情绪。同板块Lumentum涨超7%、Coherent涨超12%，光通信板块集体走强。Applied 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Technologies涨超15%，$Fabrinet(FN)$涨超14%，$Coherent(COHR)$涨超12%，$Credo(CRDO)$涨超8%，Lumentum涨超7%，$康宁(GLW)$涨超5%。","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":["IE0031619046.USD","LU2543165471.USD","SGXZ99366536.SGD","LU1804176565.USD","LU1861215975.USD","LU1992135472.HKD","LU1992135399.USD","EGGY","LU2125910500.SGD","LU0053671581.USD","IE00B7SZL793.SGD","RULE","SGXZ81514606.USD","FFTY","BK4141","COHR","LU2322448791.USD","BK4145","LU0082616367.USD","BK4157","LU2272731600.USD","GLWG","SGXZ51526630.SGD","IE00BFMHRM44.USD","BK4588","LU2272731782.SGD","LU1861220033.SGD","LU2211815571.USD","LU2322448957.HKD","CRDU","LAZR","AAOI","IE00B66KJ199.SGD","LU2265009873.SGD","LU2357305700.SGD","LU2360107168.USD","LU2931357623.SGD","BK4585","SIXG","BK4020","LU0719512351.SGD","BK4148","LITE","LU0266013472.USD","FOTO","CNAV","LU2272731865.HKD","COHC","XITK","FN","IE0009354923.USD","LU2045819591.USD","COHH","IE00B19Z4B17.USD","GLW","LU2290526834.HKD","LU0348723411.USD","LU1548497426.USD","BK4512","LU1720051108.HKD","LU2089985449.USD","SPRX","LUMA","LU1720051017.SGD","COHX","AAOX","LU0274383776.USD","CRDO","LU2473716301.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656556759","title":"外媒：美國擬禁止進口中國新型數據中心設備","url":"https://stock-news.laohu8.com/highlight/detail?id=2656556759","media":"中国新闻网","labels":["policyRegulatory"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656556759?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 20:31","pubTimestamp":1785846708,"startTime":"0","endTime":"0","summary":"中新网8月4日电据路透社4日报道，知情人士透露，美国政府正起草一项禁令，拟禁止进口中国新型号的数据中心组件，以保护支撑人工智能(AI)发展的关键基础设施。四名知情人士称，负责监管美国电信行业的联邦通信委员会(FCC)正在制定相关措施，计划禁止进口中国新型号的光收发模块。光收发模块主要用于数据中心内部的高速光纤数据传输。美国官员希望2026年内公布并实施禁令。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608043831406295.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608043831406295.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":"外媒：美国拟禁止进口中国新型数据中心设备","news_tag":"policyRegulatory","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["IDGT","LABX","AAOI","AIBU","GLWG","CRDU","CLDL","COHX","DTCR","FMET","LWLG","CLOU","WISE","AIO","PBOT","GLW","LITE","ALMU","WDAI","COHR","SKYY","LITX","FCLD","CRDO","AIFD","CIEN","FN","HPEL","BLOK","WPAI","POET","ALAB"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656554765","title":"特朗普政府擬封殺中國光模塊！光通訊概念股集體飆升，Lumentum狂飆超13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656554765","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656554765?lang=zh_tw&edition=fundamental","pubTime":"2026-08-04 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