Hong Kong Optical Communications Sector Rallies as Morgan Stanley Says FCC Restrictions Are Not a Blanket Ban

Deep News

Oct 05

On October 5, Hong Kong's optical communications sector traded higher in a volatile session, with Comba Telecom Systems Holdings Ltd (HKEX: 2342) surging more than 15%, HG Genuine Optics rising over 6%, and Kingland Group Holdings Ltd (HKEX: 1234) and Cambridge Technology each gaining more than 5%.

On the news front, most U.S. optical and optical communications names advanced overnight: Coherent Corp (NASDAQ: COHR) jumped 10.9%, Applied Optoelectronics Inc (NASDAQ: AAOI) climbed 8.12%, Credo Technology Group Holding Ltd (NASDAQ: CRDO) rose 7.9%, Lumentum Holdings Inc (NASDAQ: LITE) gained 7.67%, and Corning Inc (NYSE: GLW) added 4.33%. The Roundhill Photonics and Optics Thematic ETF (NYSEARCA: LYTE) closed up 3.65%.

In addition, Morgan Stanley released a telecommunications and networking equipment industry research report on October 1. The bank's core assessment is that U.S. FCC restrictions on Chinese-made optical modules are most likely to take effect in the 3.2T generation, but a "U.S. content exemption" pathway exists. The overall landscape is favorable for Lumentum Holdings Inc (NASDAQ: LITE) and Coherent Corp (NASDAQ: COHR), rather than constituting a blanket ban on Chinese optical module manufacturers.

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