光通信概念股多数下跌，截至发稿，中际旭创(03308)跌8%；海光芯正(01191)跌4%；剑桥科技(06166)跌4%。
消息面上，日前有报道称，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AI发展的关键基础设施。美国联邦通讯委员会(FCC)正推进这项措施，以禁止进口新型的中国光模块(光收发器)。对此，中国驻美国大使馆回应称，北京敦促美国“倾听两国工商界客观、理性的声音”，停止抹黑中国企业并以制裁相威胁。
据悉，国内头部企业占据全球七成以上高速光模块产能，仅中际旭创在美国数通光模块市场就有约27%的份额。不过，多家机构认为该政策落地概率较小。中信证券通信团队解读称，目前全球高速光模块绝大部分来自中国厂商，单靠海外厂商无法支持北美需求，若完全替换存量代价不可想象，相关限制最终"雷声大雨点小"。中金公司表示，光模块的核心功能是光电信号转换，本身不承担业务数据存储。相比主动设备，其风险边界和攻击能力明显不同。
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