AAOI
APPLIED OPTOELECTRONICS, INC.
+2.17 (+2.24%)98.91USD4.4M成交股數8.4B市值–本益比(近四季)14.0股價營收比+86.4%營收年增(近四季)2026-11-05下次財報
內部人交易 SEC Form 4 · 董事、高階主管與持股 10% 以上股東 · 交易後兩個營業日內申報
買賣點與股價近一年
● 公開市場買進 · ● 公開市場賣出 · 空心 = 10b5-1 預設計畫(事先排程,不代表當下看法)。近一年,只畫 P / S 兩種代碼。
統計
| 近 90 天 買進筆數 · 金額 · 人數 | 0 · 0.00 · 0 |
|---|---|
| 近 90 天 賣出筆數 · 金額 · 人數 | 7 · 6.7M · 3 |
| 其中 10b5-1 計畫賣出 | 6 筆 |
| 近 180 天 買進 · 賣出金額 | 0.00 · 94.0M |
| 近 180 天 淨額 | −94.0M |
公開市場買進(P)是內部人自掏腰包,通常比賣出更有資訊含量 —— 賣出的理由很多(繳稅、分散、買房),買進的理由只有一個。
10b5-1 是事先排定的交易計畫,執行時點不反映當下看法。獲配股票(A)、繳稅扣股(F)、選擇權執行(M)是薪酬流程,不是意見。
| 交易日 | 申報日 | 申報人 | 職稱 | 代碼 | 股數 | 價格 | 金額 | 交易後持股 | 原件 |
|---|---|---|---|---|---|---|---|---|---|
| 2026-09-10 | 09-10 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.0K | 105.33 | 421K | 367K | SEC |
| 2026-09-08 | 09-10 | Chang Hung-Lun (Fred) | *** See Remarks | S 公開市場賣出 | 32.2K | 110.21 | 3.5M | 249K | SEC |
| 2026-08-18 | 08-20 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出(10b5-1) | 6.0K | 147.73 | 886K | 377K | SEC |
| 2026-08-10 | 08-12 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.0K | 144.79 | 579K | 371K | SEC |
| 2026-08-04 | 08-04 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出(10b5-1) | 4.7K | 126.50 | 596K | 383K | SEC |
| 2026-07-31 | 08-04 | Lin Chih-Hsiang (Thompson) | President and CEO | A 獲配股票 | 9.3K | – | – | 1.3M | SEC |
| 2026-07-22 | 07-23 | Lin Chih-Hsiang (Thompson) | President and CEO | F 繳稅扣股 | 8.8K | 119.26 | 1.0M | 1.3M | SEC |
| 2026-07-22 | 07-23 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 2.6K | 119.26 | 304K | 390K | SEC |
| 2026-07-22 | 07-23 | Kuo David C | *** See Remarks | F 繳稅扣股 | 407 | 119.26 | 49K | 146K | SEC |
| 2026-07-22 | 07-23 | Chang Hung-Lun (Fred) | *** See Remarks | F 繳稅扣股 | 616 | 119.26 | 73K | 281K | SEC |
| 2026-07-22 | 07-23 | Kuo David C | *** See Remarks | F 繳稅扣股 | 516 | 119.26 | 62K | 146K | SEC |
| 2026-07-22 | 07-23 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 861 | 119.26 | 103K | 389K | SEC |
| 2026-07-22 | 07-23 | Kuo David C | *** See Remarks | F 繳稅扣股 | 472 | 119.26 | 56K | 147K | SEC |
| 2026-07-22 | 07-23 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 686 | 119.26 | 82K | 388K | SEC |
| 2026-07-22 | 07-23 | Lin Chih-Hsiang (Thompson) | President and CEO | F 繳稅扣股 | 2.3K | 119.26 | 278K | 1.3M | SEC |
| 2026-07-22 | 07-23 | Chang Hung-Lun (Fred) | *** See Remarks | F 繳稅扣股 | 2.7K | 119.26 | 319K | 283K | SEC |
| 2026-07-22 | 07-23 | Murry Stefan J. | Chief Financial Officer | F 繳稅扣股 | 3.0K | 119.26 | 354K | 378K | SEC |
| 2026-07-22 | 07-23 | Lin Chih-Hsiang (Thompson) | President and CEO | F 繳稅扣股 | 2.0K | 119.26 | 242K | 1.3M | SEC |
| 2026-07-22 | 07-23 | Chang Hung-Lun (Fred) | *** See Remarks | F 繳稅扣股 | 613 | 119.26 | 73K | 283K | SEC |
| 2026-07-22 | 07-23 | Murry Stefan J. | Chief Financial Officer | F 繳稅扣股 | 679 | 119.26 | 81K | 377K | SEC |
| 2026-07-22 | 07-23 | Murry Stefan J. | Chief Financial Officer | F 繳稅扣股 | 770 | 119.26 | 92K | 375K | SEC |
| 2026-07-22 | 07-23 | Kuo David C | *** See Remarks | F 繳稅扣股 | 1.9K | 119.26 | 223K | 147K | SEC |
| 2026-07-22 | 07-23 | Chang Hung-Lun (Fred) | *** See Remarks | F 繳稅扣股 | 773 | 119.26 | 92K | 280K | SEC |
| 2026-07-22 | 07-23 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 609 | 119.26 | 73K | 390K | SEC |
| 2026-07-22 | 07-23 | Lin Chih-Hsiang (Thompson) | President and CEO | F 繳稅扣股 | 2.5K | 119.26 | 301K | 1.3M | SEC |
| 2026-07-22 | 07-23 | Murry Stefan J. | Chief Financial Officer | F 繳稅扣股 | 988 | 119.26 | 118K | 376K | SEC |
| 2026-07-21 | 07-23 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出(10b5-1) | 1.3K | 120.02 | 154K | 393K | SEC |
| 2026-07-10 | 07-14 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.0K | 122.09 | 488K | 381K | SEC |
| 2026-06-18 | 06-18 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出(10b5-1) | 6.0K | 171.89 | 1.0M | 394K | SEC |
| 2026-06-17 | 06-18 | Chang Hung-Lun (Fred) | *** See Remarks | S 公開市場賣出(10b5-1) | 40.3K | 170.60 | 6.9M | 286K | SEC |
| 2026-06-12 | 06-16 | Lin Chih-Hsiang (Thompson) | President and CEO | F 繳稅扣股 | 86.7K | 172.78 | 15.0M | 1.4M | SEC |
| 2026-06-12 | 06-16 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出 | 28.8K | 166.53 | 4.8M | 400K | SEC |
| 2026-06-12 | 06-16 | Chang Hung-Lun (Fred) | *** See Remarks | S 公開市場賣出 | 34.0K | 166.53 | 5.7M | 326K | SEC |
| 2026-06-12 | 06-16 | Chang Hung-Lun (Fred) | *** See Remarks | F 繳稅扣股 | 27.3K | 172.78 | 4.7M | 360K | SEC |
| 2026-06-12 | 06-16 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 23.4K | 172.78 | 4.0M | 429K | SEC |
| 2026-06-12 | 06-16 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出 | 33.0K | 166.53 | 5.5M | 385K | SEC |
| 2026-06-12 | 06-16 | Lin Chih-Hsiang (Thompson) | President and CEO | S 公開市場賣出 | 59.0K | 166.53 | 9.8M | 1.3M | SEC |
| 2026-06-12 | 06-16 | Murry Stefan J. | Chief Financial Officer | F 繳稅扣股 | 30.3K | 172.78 | 5.2M | 418K | SEC |
| 2026-06-12 | 06-16 | Kuo David C | *** See Remarks | F 繳稅扣股 | 19.1K | 172.78 | 3.3M | 178K | SEC |
| 2026-06-12 | 06-16 | Kuo David C | *** See Remarks | S 公開市場賣出 | 29.2K | 166.53 | 4.9M | 149K | SEC |
| 2026-06-10 | 06-11 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.0K | 171.45 | 686K | 448K | SEC |
| 2026-06-09 | 06-11 | BLACK RICHARD B | Director | A 獲配股票 | 1.2K | – | – | 166K | SEC |
| 2026-06-09 | 06-11 | Yeh William H | Director | A 獲配股票 | 1.2K | – | – | 240K | SEC |
| 2026-06-09 | 06-11 | Lin Che-Wei | Director | A 獲配股票 | 1.2K | – | – | 255K | SEC |
| 2026-06-09 | 06-11 | Flanagan Robert James | Director | A 獲配股票 | 1.2K | – | – | 1.2K | SEC |
| 2026-06-09 | 06-11 | DeLaney Cynthia | Director | A 獲配股票 | 1.2K | – | – | 60.8K | SEC |
| 2026-06-09 | 06-11 | Chen Min-Chu (Mike) | Director | A 獲配股票 | 1.2K | – | – | 162K | SEC |
| 2026-06-05 | 06-08 | Chang Hung-Lun (Fred) | *** See Remarks | S 公開市場賣出 | 4.0K | 200.07 | 800K | 388K | SEC |
| 2026-06-04 | 06-08 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出 | 5.0K | 204.75 | 1.0M | 457K | SEC |
| 2026-06-04 | 06-08 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出 | 5.0K | 205.39 | 1.0M | 452K | SEC |
| 2026-06-02 | 06-04 | Chen Min-Chu (Mike) | Director | S 公開市場賣出 | 8.2K | 201.00 | 1.7M | 161K | SEC |
| 2026-05-28 | 06-01 | Lin Chih-Hsiang (Thompson) | President and CEO | G 贈與 | 85.8K | – | – | 808K | SEC |
| 2026-05-28 | 06-01 | Lin Chih-Hsiang (Thompson) | President and CEO | G 贈與 | 85.8K | – | – | 85.8K | SEC |
| 2026-05-28 | 06-01 | Lin Chih-Hsiang (Thompson) | President and CEO | J 其他 | 722K | – | – | 808K | SEC |
| 2026-05-28 | 06-01 | Lin Chih-Hsiang (Thompson) | President and CEO | J 其他 | 722K | – | – | 808K | SEC |
| 2026-05-26 | 05-28 | DeLaney Cynthia | Director | S 公開市場賣出 | 56.6K | 189.23 | 10.7M | 59.6K | SEC |
| 2026-05-19 | 05-19 | Kuo David C | *** See Remarks | S 公開市場賣出 | 19.2K | 173.26 | 3.3M | 197K | SEC |
| 2026-05-19 | 05-19 | Chang Hung-Lun (Fred) | *** See Remarks | S 公開市場賣出 | 33.6K | 173.26 | 5.8M | 392K | SEC |
| 2026-05-19 | 05-19 | Kuo David C | *** See Remarks | F 繳稅扣股 | 19.1K | 190.36 | 3.6M | 217K | SEC |
| 2026-05-19 | 05-19 | Chang Hung-Lun (Fred) | *** See Remarks | F 繳稅扣股 | 27.3K | 190.36 | 5.2M | 425K | SEC |
| 2026-05-19 | 05-19 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 7.9K | 190.36 | 1.5M | 502K | SEC |
| 2026-05-19 | 05-19 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出 | 33.0K | 173.26 | 5.7M | 452K | SEC |
| 2026-05-19 | 05-19 | Lin Chih-Hsiang (Thompson) | President and CEO | S 公開市場賣出 | 58.0K | 173.26 | 10.0M | 2.3M | SEC |
| 2026-05-19 | 05-19 | Murry Stefan J. | Chief Financial Officer | F 繳稅扣股 | 30.3K | 190.36 | 5.8M | 485K | SEC |
| 2026-05-19 | 05-19 | Lin Chih-Hsiang (Thompson) | President and CEO | F 繳稅扣股 | 86.7K | 190.36 | 16.5M | 2.3M | SEC |
| 2026-05-19 | 05-19 | Yeh Shu-Hua (Joshua) | *** See Remarks | S 公開市場賣出 | 39.2K | 173.26 | 6.8M | 462K | SEC |
| 2026-05-15 | 05-19 | Lin Chih-Hsiang (Thompson) | President and CEO | A 獲配股票 | 712K | – | – | 2.4M | SEC |
| 2026-05-15 | 05-19 | Kuo David C | *** See Remarks | A 獲配股票 | 157K | – | – | 236K | SEC |
| 2026-05-15 | 05-19 | Yeh Shu-Hua (Joshua) | *** See Remarks | A 獲配股票 | 192K | – | – | 510K | SEC |
| 2026-05-15 | 05-19 | Murry Stefan J. | Chief Financial Officer | A 獲配股票 | 249K | – | – | 515K | SEC |
| 2026-05-15 | 05-19 | Chang Hung-Lun (Fred) | *** See Remarks | A 獲配股票 | 224K | – | – | 453K | SEC |
| 2026-05-11 | 05-13 | Murry Stefan J. | Chief Financial Officer | S 公開市場賣出(10b5-1) | 4.0K | 159.53 | 638K | 266K | SEC |
| 2026-04-22 | 04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 686 | 150.57 | 103K | 317K | SEC |
| 2026-04-22 | 04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 861 | 150.57 | 130K | 318K | SEC |
| 2026-04-22 | 04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 609 | 150.57 | 92K | 319K | SEC |
| 2026-04-22 | 04-24 | Yeh Shu-Hua (Joshua) | *** See Remarks | F 繳稅扣股 | 2.6K | 150.57 | 384K | 319K | SEC |
| 2026-04-22 | 04-24 | Kuo David C | *** See Remarks | F 繳稅扣股 | 447 | 150.57 | 67K | 79.1K | SEC |
| 2026-04-22 | 04-24 | Kuo David C | *** See Remarks | F 繳稅扣股 | 567 | 150.57 | 85K | 79.5K | SEC |
| 2026-04-22 | 04-24 | Kuo David C | *** See Remarks | F 繳稅扣股 | 518 | 150.57 | 78K | 80.1K | SEC |
| 2026-04-22 | 04-24 | Kuo David C | *** See Remarks | F 繳稅扣股 | 2.1K | 150.57 | 309K | 80.6K | SEC |
機構持股(13F) 管理規模 1 億美元以上的機構,每季末後 45 天內申報 · 最新 2026-06-30
前 25 大持有機構季末市值 · 與前一季股數比較
| 機構 | 持股 | 季末市值 | 股數季變化 | 動作 |
|---|---|---|---|---|
| BlackRock, Inc. | 6.5M | 956M | 新進 | 新進 |
| Invesco Ltd. | 3.4M | 506M | 新進 | 新進 |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | 498M | 新進 | 新進 |
| Marex Group Ltd | 2.8M | 419M | 新進 | 新進 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2.7M | 393M | 新進 | 新進 |
| UBS Group AG | 2.1M | 313M | 新進 | 新進 |
| OBERWEIS ASSET MANAGEMENT INC/ | 1.8M | 265M | 新進 | 新進 |
| GEODE CAPITAL MANAGEMENT, LLC | 1.7M | 248M | 新進 | 新進 |
| Value Aligned Research Advisors, LLC | 1.6M | 236M | 新進 | 新進 |
| GOLDMAN SACHS GROUP INC | 1.6M | 235M | 新進 | 新進 |
| STATE STREET CORP | 1.5M | 222M | 新進 | 新進 |
| Hood River Capital Management LLC | 1.4M | 206M | 新進 | 新進 |
| Clear Street Group Inc. | 1.2M | 182M | 新進 | 新進 |
| MORGAN STANLEY | 1.1M | 165M | 新進 | 新進 |
| JPMORGAN CHASE & CO | 1.1M | 161M | 新進 | 新進 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | 975K | 145M | 新進 | 新進 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 649K | 96.2M | 新進 | 新進 |
| JANE STREET GROUP, LLC | 564K | 83.5M | 新進 | 新進 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 504K | 74.7M | 新進 | 新進 |
| VANGUARD FIDUCIARY TRUST CO | 489K | 72.4M | 新進 | 新進 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 476K | 70.5M | 新進 | 新進 |
| NORTHERN TRUST CORP | 418K | 61.9M | 新進 | 新進 |
| Capula Management Ltd | 381K | 56.4M | 新進 | 新進 |
| GILDER GAGNON HOWE & CO LLC | 343K | 50.8M | 新進 | 新進 |
| DIMENSIONAL FUND ADVISORS LP | 310K | 45.9M | 新進 | 新進 |
持有機構數近 12 季
每季 13F 申報中持有本股的機構家數;綠柱 = 比上季少。機構數是「有多少人在船上」,不是「買了多少」。
| 持有機構 · 季變化 | 482 +105 |
|---|---|
| 新進 / 出清 / 加碼 / 減碼 | 482 / 0 / 0 / 0 |
| 機構合計持股 · 佔流通股 | 51.1M · 60.5% |
| 合計季末市值 | 7.5B |
13F 只申報多頭部位(含可轉債與選擇權,選擇權這裡已排除),不申報放空,也不申報 1 億美元以下的機構。同一集團多個申報主體會各算一家。
放空餘額 FINRA 每月兩次(15 日與月底結算)· 最新 2026-08-31
空單佔流通股近 13 個月
FINRA 每月兩次結算的空單餘額佔流通股數的比例,近 13 個月。滑到柱子看股數與回補天數。
最新一期
| 空單股數 | 12.1M |
|---|---|
| 與上期比 | +16.0% |
| 佔流通股數 | 14.29% |
| 日均成交量 | 9.1M |
| 回補天數 | 1.3 天 |
空單佔比 10% 以上算高、20% 以上算很高(這是通行的說法,不是本站的判斷)。回補天數 = 空單 ÷ 日均量,天數愈長,空方要出場時愈容易推升股價。
放空餘額是「有人借股票賣掉還沒還」的存量,不代表看空的人正在加碼;避險基金做多空配對時也會產生空單。
| 結算日 | 空單股數 | 與上期比 | 佔流通股 | 日均量 | 回補天數 |
|---|---|---|---|---|---|
| 2026-08-31 | 12.1M | +16.0% | 14.29% | 9.1M | 1.3 |
| 2026-08-14 | 10.4M | -0.1% | 12.32% | 15.1M | 1.0 |
| 2026-07-31 | 10.4M | +5.0% | 12.34% | 8.7M | 1.2 |
| 2026-07-15 | 9.9M | -7.6% | 11.75% | 8.7M | 1.1 |
| 2026-06-30 | 10.8M | +5.1% | 12.72% | 12.8M | 1.0 |
| 2026-06-15 | 10.2M | +2.0% | 12.10% | 15.5M | 1.0 |
| 2026-05-29 | 10.0M | +7.5% | 11.87% | 10.4M | 1.0 |
| 2026-05-15 | 9.3M | -7.9% | 11.04% | 13.2M | 1.0 |
| 2026-04-30 | 10.1M | 0.0% | 11.98% | 9.2M | 1.1 |
| 2026-04-15 | 10.1M | +10.4% | 11.98% | 14.5M | 1.0 |
| 2026-03-31 | 9.2M | -10.9% | 10.86% | 12.2M | 1.0 |
| 2026-03-13 | 10.3M | -2.5% | 12.18% | 14.4M | 1.0 |
| 2026-02-27 | 10.6M | -0.6% | 12.49% | 6.2M | 1.7 |
| 2026-02-13 | 10.6M | -8.2% | 12.56% | 5.1M | 2.1 |
| 2026-01-30 | 11.6M | -3.8% | 13.68% | 5.6M | 2.1 |
| 2026-01-15 | 12.0M | -1.8% | 14.21% | 4.8M | 2.5 |
| 2025-12-31 | 12.2M | -3.7% | 14.47% | 4.6M | 2.7 |
| 2025-12-15 | 12.7M | -11.7% | 15.03% | 5.2M | 2.5 |
| 2025-11-28 | 14.4M | +11.8% | 17.02% | 4.6M | 3.2 |
| 2025-11-14 | 12.9M | +5.3% | 15.23% | 6.8M | 1.9 |
| 2025-10-31 | 12.2M | -6.3% | 14.45% | 4.8M | 2.6 |
| 2025-10-15 | 13.1M | -3.5% | 15.43% | 5.6M | 2.3 |
| 2025-09-30 | 13.5M | +10.8% | 15.99% | 4.5M | 3.0 |
| 2025-09-15 | 12.2M | -5.9% | 14.43% | 5.1M | 2.4 |
| 2025-08-29 | 13.0M | +8.7% | 15.34% | 5.4M | 2.4 |
| 2025-08-15 | 11.9M | +0.9% | 14.11% | 5.7M | 2.1 |