金吾财讯 | CPO板块回调，中际旭创（03308）跌 3.67%，长飞光纤光缆（06869）跌 3.39%，ASMPT（00522）跌 3.38%，剑桥科技（06166）跌 3.10%，汇聚科技（01729）跌 2.52%，飞速创新（03355）跌 0.84%。有报道称，美国联邦通信委员会（FCC）正起草措施，禁止进口新型中国光收发模块。对此，多位业内人士认为，历史上也出现过多次这类信息，信息真假难辨无需过度猜疑，且美国严格禁止进口中国光模块的可能性较小。不过，业内人士预估，即便“禁令”属实，考虑产能差距、技术迭代、原材料等因素，该禁令传闻实际落地难度大。
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