光模块传闻搅动市场,机构和产业链分析:落地可能性小、影响可控

格隆汇
Aug 05
据21财经,中新网援引相关消息,监管美国电信行业的联邦通信委员会(FCC)正在制定相关措施,计划禁止进口中国新型号的光收发模块。光收发模块主要用于数据中心内部的高速光纤数据传输。美国官员希望2026年内公布并实施禁令。不过,知情人士称,该限制仍可能被修改或搁置。联系了多家机构和产业链公司,受访人士普遍认为,历史上也出现过多次这类信息,信息真假难辨,无需过度猜测,且美国严格禁止进口中国光模块的可能性较小。即便消息为真,从过往应对来看也影响可控。

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