AI suppliers just surged. Now a proposed U.S. ban on Chinese optical modules adds a policy shock to the $1 trillion trade.
CoreWeave, AAOI, AXT and Nebius rose 11%–19%, but Goldman said the buying was driven almost entirely by short covering. Reuters now reports that Washington is drafting a ban on new Chinese optical transceivers for data centers, putting Innolight under pressure and forcing a rethink of U.S. suppliers and cloud costs.
As of 6:04 PM Beijing time, AXTI was up 6.74% pre-market and AAOI 5.16%. Tonight brings AMD and SpaceX earnings; SNDK, WDC and AAOI follow this week, alongside U.S. payrolls and China CPI.
Related stocks: $Coreweave(CRWV.US)$應用光電公司(AAOI.US)$AXT公司(AXTI.US)$Nebius(NBIS.US)$Coherent Corp.(COHR.US)$Lumentum控股(LITE.US)$亞馬遜(AMZN.US)$美光科技(MU.US)$微軟(MSFT.US)$閃迪(SNDK.US)$西部數據(WDC.US)$AMD(AMD.US)
