A-share "Yi Zhongtian" collectively responds to the U.S. light module ban; institutions expect the probability of policy implementation to be low.

According to Zhitong Finance APP, on August 5th, the A-share telecommunications equipment sector opened lower today, but the decline subsequently narrowed. Market news indicates that the Federal Communications Commission (FCC) is drafting a ban aimed at prohibiting the import of new models of Chinese data center components into the United States, including optical modules. However, several institutions believe that leading domestic enterprises account for over 70% of the global production capacity for high-speed optical modules, holding a core position advantage. Relying solely on North American production capacity may not meet demand, and the likelihood of this policy being implemented is expected to be low.