金吾财讯 | CPO光模块概念走强，长飞光纤光缆(06869)涨6.91%，中兴通讯(00763)跟涨0.73%。
对应A股方面，长飞光纤(601869)涨6.25%，中兴通讯(000063)涨0.7%。
据报道，特朗普政府计划取消拜登时代的人工智能芯片限制，该政策原定于5月15日生效，但目前尚未最终确定。特朗普政府认为拜登时代的限制过于复杂，阻碍美国创新，拟以更简化的规则替代，而目标仍是“巩固美国在AI领域的主导”。拜登政府此前出台的出口管制政策将国家划分为三大类，以监管英伟达公司等企业的芯片出口。
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