---
title: "Applied Optoelectronics climbs 9% as AI data center demand lifts optical sector"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300805081.md"
description: "Applied Optoelectronics (AAOI) climbed 9% in regular trading to $116.99, driven by AI data center optical module demand."
datetime: "2026-10-02T14:48:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300805081.md)
  - [en](https://longbridge.com/en/news/300805081.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300805081.md)
generator: "portal-rs"
---

# Applied Optoelectronics climbs 9% as AI data center demand lifts optical sector

应用光电 (AAOI.US) 盘中涨 9.01%，现报 116.99 美元。

光通信板块 10 月 2 日延续升势，12 只成分股中有 11 只上涨，Marvell Technology 领涨超 3%。AI 数据中心对光模块的需求持续推升板块情绪，部分看涨期权合约涨幅显著。另有市场消息称美国计划限制中国制造 3.2T 光收发模块，若限制措施落地或导致全球激光器供应趋紧，有望使美国光通信企业获益。

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**