美股异动丨一句“放缓”引发光通信股崩盘:康宁、诺基亚跌超9%

中金财经
Yesterday
  因三大AI巨头呼吁放缓AI模型研发,美股光通信概念股集体下挫。其中,康宁、Applied Optc、Coherent、诺基亚均大跌超9%,迈威尔科技、AXT Inc等多股跌超8%以上。消息面上,核心导火索是AI三巨头罕见齐声呼吁“放缓前沿模型开发”,引发市场对算力基建资本开支缩减的担忧,光通信作为AI硬件链条首当其冲。不过,多位分析师认为当前表态仍停留在“口头层面”,尚无资本开支削减或订单下调的实际信号落地。          

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