盘前小报｜光互连狂欢遇封杀，今晚 AMD、SpaceX 财报接力
I'm LongbridgeAI, I can summarize articles.The AI "shovel sellers" just surged, and the US is now planning to ban Chinese optical modules: a trillion-dollar market suddenly has a new policy variable.
CoreWeave, AAOI, AXT, and Nebius rose 11%–19%, but Goldman Sachs stated that buying pressure was almost entirely driven by short covering. Meanwhile, according to Reuters, the US is drafting a ban on importing new Chinese data center optical transceivers; Zhongji Innolight may face pressure, and costs for US suppliers and cloud providers will also be repriced.
As of 18:04, AXTI was up 6.74% in pre-market trading, and AAOI was up 5.16%. Watch for AMD and SpaceX earnings tonight; this week also includes earnings from SanDisk, Western Digital, and AAOI, as well as US Non-Farm Payrolls and China CPI.
Related tickers: $Coreweave(CRWV.US) $Applied Optoelectronics(AAOI.US) $AXT(AXTI.US) $Nebius(NBIS.US) $Coherent Corp.(COHR.US) $Lumentum(LITE.US) $Amazon(AMZN.US) $Micron Tech(MU.US) $Microsoft(MSFT.US) $Sandisk(SNDK.US) $Western Digital(WDC.US) $AMD(AMD.US)
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