智通财经APP获悉，周一，光通信概念股普跌，诺基亚(NOK.US)、康宁(GLW.US)、Coherent(COHR.US)跌逾10%，Lumentum(LITE.US)跌逾8%，Applied Optoelectronics(AAOI.US)、Credo Technology(CRDO.US)跌逾7%，POET Technologies(POET.US)、迈威尔科技(MRVL.US)跌逾6%。
消息面上，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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