金吾财讯 | 美股光通信概念股局部强势，截至发稿，AXT Inc（AXTI）涨13.77%，Coherent（COHR）涨5.12%，Applied Optoelectronics（AAOI）涨3.87%，Lumentum（LITE）涨2.07%，Ciena（CIEN）涨1.77%，安费诺（APH）涨1.51%，Credo Technology（CRDO）涨1.32%。消息面上，美国拟禁止进口中国光模块产品传闻仍持续扰动股市。知名技术市场研究机构Counterpoint新近发布预警称，若美国政府实施针对中国光收发器模块（光模块）的进口禁令，将对美国超大规模数据中心运营商造成严重的“附带伤害”，并急剧加剧当前西方供应链无法独自化解的硬件供应瓶颈。Counterpoint分析师NeilShah指出，中国厂商生产的光模块深度集成了西方高端产业链，包括博通等的芯片，以及Lumentum和日本三菱电机的激光器与光芯片，盲目切割中国组件不仅无法在短期内建立本土替代方案，反而会反噬西方上游芯片与光器件供应商。
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