美国联邦通信委员会（FCC）据传正在起草禁令，拟禁止美国进口中国数据中心光模块等组件[1]。这一消息引发市场震动，A股通信设备板块5日开盘大幅下跌[1]。其中，中际旭创跌超13%、联特科技跌超11%、新易盛跌超10%、天孚通信跌超6%[1]。
面对市场波动，相关企业随后集体回应澄清。中际旭创董秘办表示，公司已注意到相关市场信息，经核实，美国联邦通信委员会尚未出台相关领域限制性文件[1]。新易盛董秘办指出，目前这一消息还未有权威来源，如果确实达到信息披露标准，公司会通过发布公告进行回应[1]。天孚通信董秘办则认为，相关消息对公司的影响主要体现在市场情绪上[1]。
Reports of a potential U.S. import restriction on Chinese data center equipment triggered a sharp selloff in China's telecommunications sector on August 5th.[1] According to market accounts, the Federal Communications Commission is reportedly drafting a ban that would prohibit American imports of new Chinese data center components, including optical modules.[1]
The rumored policy prompted significant stock declines among major suppliers: Zhongji Xuangchuang fell more than 13%, Xinyisheng dropped over 11%, Tianfu Communications declined more than 6%, and another firm fell over 10%.[1] However, the affected companies quickly moved to clarify the situation. Zhongji Xuangchuang's investor relations office stated that while the company has noted relevant market information, the Federal Communications Commission has not yet released any official restrictive documents in this field.[1] Xinyisheng similarly emphasized that the report currently lacks authoritative sources and indicated it would issue a formal announcement if the matter reaches the disclosure threshold.[1] Tianfu Communications characterized the impact as primarily sentiment-driven in the market.[1]