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🦈 $COHR SURGES AS US EYES CHINA OPTICAL BAN — SUPPLY CHAIN SHAKEUP 💥
The US plan to squeeze Chinese AI data center optics is redrawing the order flow map overnight. Marvell, Coherent, Lumentum, AAOI, Corning all caught a bid surge as funds rotated hard into the domestic supply chain 📊 While A-shares bleed on compliance fears, the real fight is over capacity, certification, and material leverage.
Morgan Stanley sees Coherent as the cleanest winner, but admits a full ban is nearly impossible without Chinese InP substrates and manufacturing muscle. Citigroup is more lukewarm — the top 7 transceiver makers are Chinese, supplying over 50% of high-speed modules to US clouds 📌 Watch three things: whether third-country plants get swept in, if hyper-scalers reroute orders, and if overseas factories can soften the blow 💬 Is this a lasting re-rating or just a headline-driven squeeze? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #COHR #AIOptical #SupplyChain #TradingTheme
🎯 🦈
The US plan to squeeze Chinese AI data center optics is redrawing the order flow map overnight. Marvell, Coherent, Lumentum, AAOI, Corning all caught a bid surge as funds rotated hard into the domestic supply chain 📊 While A-shares bleed on compliance fears, the real fight is over capacity, certification, and material leverage.
Morgan Stanley sees Coherent as the cleanest winner, but admits a full ban is nearly impossible without Chinese InP substrates and manufacturing muscle. Citigroup is more lukewarm — the top 7 transceiver makers are Chinese, supplying over 50% of high-speed modules to US clouds 📌 Watch three things: whether third-country plants get swept in, if hyper-scalers reroute orders, and if overseas factories can soften the blow 💬 Is this a lasting re-rating or just a headline-driven squeeze? 👇
⚠️ Not financial advice. Always manage your risk. 🛡️
🏷️ #COHR #AIOptical #SupplyChain #TradingTheme
🎯 🦈
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