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2026-11-12 11:02:57 Morgan Stanley issued a research report saying that Microsoft Corporation (MSFT.US) is reportedly urging the Trump administration and the US Federal Communications Commission (FCC) to halt plans to ban imports of China-made optical transceivers used in artificial intelligence data centers into the US. Previous reports had indicated that the Trump administration and the FCC were considering import bans on new Chinese optical transceivers. Driven by the news, shares of Chinese optical transceiver companies such as ZHONGJI INNOLIGHT (300308.SZ), TFC (300394.SZ) and ACCELIND TECHNOLOGIES (002281.SZ) saw significant re-rating. The broker believes that although it remains unclear whether the regulatory overhang has been completely removed, the latest development is positive for Chinese optical transceiver companies. The broker noted that it would be difficult in the short term to find or establish alternative production capacity to replace Chinese optical transceiver supply, while US suppliers may also need to set up factories outside the US. Any supply chain disruption could also lead to delays in data center construction, which would be negative for the entire AI supply chain and not limited to optical transceiver manufacturers alone. (sl/da)~ AASTOCKS Financial News Website: www.aastocks.com This article was automatically translated by AI, the Chinese version should be considered the authoritative version. AASTOCKS.com Limited does not guarantee its accuracy or completeness and accepts no liability for any damages or losses arising from the use of this translation. | |