智通财经APP获悉，摩根士丹利发布研报称，据报道，微软(MSFT.US)正敦促特朗普政府及美国联邦通信委员会(FCC)，叫停禁止美国进口中国制造、用于人工智能数据中心的光收发器计划。此前曾有报道称，特朗普政府及FCC正考虑对新款中国光收发器实施进口禁令。
受此消息带动，中际旭创(300308.SZ)、天孚通信(300394.SZ)及光迅科技(002281.SZ)等中国光收发器股份的股价显著重估。该行认为，虽然监管阴霾是否完全消除仍属未知，但最新发展对中国光收发器公司而言属正面。
该行指出，短期内难以找到或建立替代产能以取代中国光收发器供应，而美国供应商亦可能需要在美国境外设厂。任何供应链中断亦可能导致数据中心建设延误，对整个AI供应链而言均属负面因素，而不仅限于光收发器制造商。
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