智通财经APP获悉，惠理光通讯主动型ETF(02811)跌超6%，截至发稿，跌5.97%，报14.01港元，成交额290.93万港元。
消息面上，海外政策消息扰动光通信板块情绪。美国联邦通信委员会（FCC）此前已起草禁令，拟禁止进口中国新型光收发模块，并计划年内实施。近期美国议员进一步提出新法案，拟禁止中国光收发器进入美国国家安全系统，将限制范围从商业数据中心扩展到政府关键基础设施领域。
据悉，惠理光通信主动型ETF于今年9月25日登陆港交所，该基金不仅是惠理旗下首只AI主题ETF，更是亚洲首只光通信主题的主动ETF。从投资覆盖范围来看，这只主动ETF完整覆盖光通信上下游全链条，投资标的包括核心芯片、光模块、光纤及配套材料、光网络设备，同时将硅光、共封装光学（CPO）等下一代前沿技术赛道纳入投资视野。
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