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香雪Hinata
美国拟出台FCC光模块限制将提升云厂商算力成本，短期压制科技板块风险偏好。禁令草案直接增加AWS等云服务提供商的硬件替换支出，引发资金对AI供应链进行仓位重构。规则若在年内落地将推高基础设施通胀预期，促使资本加速流入Coherent与Lumentum等本土替代厂商。后续重点观察FCC发布文本中是否明确包含豁免条款或延长过渡期。
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