U.S. Stock Market Fluctuations | Optical Communication Concept Stocks Rebound, Applied Optoelectronics (AAOI.US) Rises Over 9%

According to the iFind APP, on Wednesday, stocks related to optical communication rebounded. As of the time of publication, Applied Optoelectronics (AAOI.US) rose by over 9%, Lumentum (LITE.US) rose by over 5.5%, Coherent (COHR.US) rose by over 2%, and Corning (GLW.US) slightly increased. The sector experienced a sharp decline yesterday. A research report published by SemiAnalysis pointed out that the implementation time for 800VDC and CPO will be delayed. The report bluntly stated that the market expectation for CPO to be implemented in 2027 is too optimistic, with the actual deployment progress expected to be later than the current widespread predictions on Wall Street. The report plans to lower the shipping forecast for Scale-out CPO in 2026 and 2027, predicting that the large-scale introduction of Scale-up CPO will be in 2029, while the market previously expected it to be in 2027-2028.