English(EN) Chinese optical-module stocks rebound as analysts downplay ‘mild’ AI curbs proposed by US

中国AI股票价格反弹，美国限制被认为温和

作者 PulseAugur 编辑部 · [1 个来源] · 2026-08-05 12:30

中国光模块股票在初步下跌后出现反弹，分析师认为美国对下一代AI产品提出的限制将产生温和影响。美国此举旨在平衡安全与替换中国制造能力的成本，预计将使现有供应链基本保持不变。尽管中际旭创和新易盛等中国公司早期出现下跌，但随后收复失地，与科尔和Lumentum等美国竞争对手的飙升形成对比。 AI

影响美国对中国光纤收发器的拟议限制可能会影响AI数据中心基础设施和供应链。

排序理由政府机构的政策提案影响特定行业参与者。[lever_c_demoted from significant: ic=1 ai=0.7]

AI 生成摘要 · Google Gemini · 来自 1 个来源。我们如何撰写摘要 →

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Newsworthiness bucket: Research; 政府机构的政策提案影响特定行业参与者。[lever_c_demoted from significant: ic=1 ai=0.7]
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SCMP — Tech TIER_1 English(EN) · Howard Liu · 2026-08-05 12:30

美国提议“温和”AI限制分析师淡化，中国光模块股票反弹

Shares of China’s leading optical-module makers clawed back early losses on Wednesday after analysts downplayed the impact of proposed US restrictions that could block the firms from future American AI data centres. They noted that the rules would likely leave current supply chai…