美国拟禁中国光模块?业内:又一次压力测试而已

每日经济新闻
Aug 06

8月4日,一则传闻震动全球资本市场。据知情人士透露,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,以保护支撑人工智能(AI)发展的关键基础设施。  消息一出,美国光器件板块集体大涨。8月4日,AAOI美股大涨19%,Coherent、Lumentum盘中同步大涨15%,连上游光纤材料的康宁也录得接近8%的涨幅。  大洋这一侧,8月5日开盘,A股光模块板块下跌。中际旭创(...

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