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Stockkid

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- StockkidStockkid
  ·09-28 07:55
  $GraniteShares 2X Long MRVL Daily ETF(MVLL)$ bullish. Expected to go higher after nvidia coming earnings results
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- StockkidStockkid
  ·09-21
  $Tradr 2X Long COHR Daily ETF(COHX)$ bullish
  285 Comment
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- StockkidStockkid
  ·09-09
  $Tradr 2X Long COHR Daily ETF(COHX)$ bull
  627 Comment
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- StockkidStockkid
  ·09-04
  $Direxion Daily NFLX Bull 2X Shares(NFXL)$ bullish
  572 Comment
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- StockkidStockkid
  ·09-03
  Avago and broadcom latest are results are good .Is a good investment for long term syrng upside potential
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- StockkidStockkid
  ·08-24
  $Direxion Daily NFLX Bull 2X Shares(NFXL)$ bullish
  857 Comment
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- StockkidStockkid
  ·08-17
  $Tradr 2X Long COHR Daily ETF(COHX)$ bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters
  1.08K Comment
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- StockkidStockkid
  ·08-10
  $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers
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- StockkidStockkid
  ·08-05
  USA must oso ban China made clothing, kitchen ware, TV, routers, cctv, kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction
  Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say
  The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.
  Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say
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- StockkidStockkid
  ·08-05
  $Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish
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href=\"https://ttm.financial/S/MVLL\">$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ </a> bullish. Expected to go higher after nvidia coming&nbsp;&nbsp;earnings&nbsp;results&nbsp;","listText":"<a href=\"https://ttm.financial/S/MVLL\">$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ </a> bullish. Expected to go higher after nvidia coming&nbsp;&nbsp;earnings&nbsp;results&nbsp;","text":"$GraniteShares 2X Long MRVL Daily ETF(MVLL)$ bullish. Expected to go higher after nvidia coming earnings results","images":[{"img":"https://community-static.tradeup.com/news/d11cf53d814690e07575492530a7b2da","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/612491793182888","isVote":1,"tweetType":1,"viewCount":92,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":610182178518088,"gmtCreate":1789996957289,"gmtModify":1789996960432,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bullish&nbsp;","listText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bullish&nbsp;","text":"$Tradr 2X Long COHR Daily ETF(COHX)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/2aa3182e0325bd5b2de54d56af523ea7","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/610182178518088","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":605919120318568,"gmtCreate":1788966538260,"gmtModify":1788966541318,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bull","listText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bull","text":"$Tradr 2X Long COHR Daily ETF(COHX)$ bull","images":[{"img":"https://community-static.tradeup.com/news/9229aa41e125974c769516d84f9cf2b4","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605919120318568","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603922562225600,"gmtCreate":1788479025191,"gmtModify":1788479028382,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NFXL\">$Direxion Daily NFLX Bull 2X Shares(NFXL)$ </a> bullish&nbsp;","listText":"<a href=\"https://ttm.financial/S/NFXL\">$Direxion Daily NFLX Bull 2X Shares(NFXL)$ </a> bullish&nbsp;","text":"$Direxion Daily NFLX Bull 2X Shares(NFXL)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/7e3e57ff7a2de0779fc3aee219338e74","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/603922562225600","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":603794919609104,"gmtCreate":1788447947644,"gmtModify":1788447950750,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"Avago and broadcom latest are results are good .Is a good investment for long term syrng&nbsp;upside potential","listText":"Avago and broadcom latest are results are good .Is a good investment for long term syrng&nbsp;upside potential","text":"Avago and broadcom latest are results are good .Is a good investment for long term syrng upside potential","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/603794919609104","isVote":1,"tweetType":1,"viewCount":997,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274779734729","authorId":"3479274779734729","name":"zingle","avatar":"https://static.tigerbbs.com/124ddb27832ad3a5d8aa835fe6bb7572","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274779734729","idStr":"3479274779734729"},"content":"Forward PE still looks reasonable if AI data center demand keeps compounding. The real upside is whether that networking mix stays this strong","text":"Forward PE still looks reasonable if AI data center demand keeps compounding. The real upside is whether that networking mix stays this strong","html":"Forward PE still looks reasonable if AI data center demand keeps compounding. The real upside is whether that networking mix stays this strong"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":600211901108304,"gmtCreate":1787577849437,"gmtModify":1787577852554,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/NFXL\">$Direxion Daily NFLX Bull 2X Shares(NFXL)$ </a> bullish","listText":"<a href=\"https://ttm.financial/S/NFXL\">$Direxion Daily NFLX Bull 2X Shares(NFXL)$ </a> bullish","text":"$Direxion Daily NFLX Bull 2X Shares(NFXL)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/6aecae57800b7f699f42c11730e61bd3","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/600211901108304","isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":597825142904096,"gmtCreate":1786980094010,"gmtModify":1786980724964,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters&nbsp;","listText":"<a href=\"https://ttm.financial/S/COHX\">$Tradr 2X Long COHR Daily ETF(COHX)$ </a> bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters&nbsp;","text":"$Tradr 2X Long COHR Daily ETF(COHX)$ bullish for optical fibre stock. Expected good run up in September after Trump new policy benefiting optical related counters","images":[{"img":"https://community-static.tradeup.com/news/3c500d8f705f5fc351567d3377a18509","width":"894","height":"1424"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/597825142904096","isVote":1,"tweetType":1,"viewCount":1076,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":595260291436728,"gmtCreate":1786353999726,"gmtModify":1786354003101,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers","listText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers","text":"$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish . Optical related stocks positive for next two months after USA impose restrictions on foreign made optical transceivers","images":[{"img":"https://community-static.tradeup.com/news/814e9eed9cbcf0345e018a9887a297d5","width":"882","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/595260291436728","isVote":1,"tweetType":1,"viewCount":1079,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":593421285069752,"gmtCreate":1785904647133,"gmtModify":1785910363589,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"USA must oso ban China made clothing, kitchen ware, TV,&nbsp; routers, cctv,&nbsp; kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction&nbsp;","listText":"USA must oso ban China made clothing, kitchen ware, TV,&nbsp; routers, cctv,&nbsp; kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction&nbsp;","text":"USA must oso ban China made clothing, kitchen ware, TV, routers, cctv, kitchen utensils and house furniture? It not USA grow too dependent on chinamade risking them to addiction","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593421285069752","repostId":"2656531723","repostType":2,"repost":{"id":"2656531723","kind":"highlight","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"pubTimestamp":1785850618,"share":"https://ttm.financial/m/news/2656531723?lang=en_US&edition=fundamental","pubTime":"2026-08-04 21:36","market":"us","language":"en","title":"Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say","url":"https://stock-news.laohu8.com/highlight/detail?id=2656531723","media":"Reuters","summary":"The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components.","content":"<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Trump Administration Drafting Ban on Chinese Data Center Devices, Sources Say</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrump Administration Drafting Ban on Chinese Data Center Devices, Sources Say\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2026-08-04 21:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>WASHINGTON, Aug 4 (Reuters) - The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.</p><p>The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.</p><p>Optical-networking stocks jumped in morning trading. <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> and <a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a> rose 18%; <a href=\"https://laohu8.com/S/POET\">POET Technologies</a> rose 15%; <a href=\"https://laohu8.com/S/COHR\">Coherent</a> rose 14%; <a href=\"https://laohu8.com/S/CRDO\">Credo Technology</a> rose 9%; <a href=\"https://laohu8.com/S/LITE\">Lumentum</a> and <a href=\"https://laohu8.com/S/CIEN\">Ciena</a> rose 8%;  <a href=\"https://laohu8.com/S/SMTC\">Semtech</a> rose 7%; <a href=\"https://laohu8.com/S/GLW\">Corning</a> rose 6%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/134be45cc135918eef36c4ecf59742e1\" tg-width=\"652\" tg-height=\"430\"/></p><p>The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.</p><p>The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.</p><p>&#34;Transceivers definitely pose a risk,&#34; said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. &#34;As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,&#34; he added.</p><h2 id=\"id_766297360\" style=\"text-align: start;\">CHINA WILL RESPOND IF NECESSARY: EMBASSY</h2><p>The White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to &#34;heed the objective and rational voices of the business communities in both countries&#34; and &#34;stop smearing Chinese companies and threatening them with sanctions.&#34;</p><p>&#34;China will take all necessary measures in response to any action that causes material harm to its interests,&#34; it added.</p><p>China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.</p><p>The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump&#39;s firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.</p><p>A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s <a href=\"https://laohu8.com/S/300308\">Zhongji Innolight</a>, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.</p><p>A ban could also raise costs for American cloud firms such as <a href=\"https://laohu8.com/S/AMZN\">Amazon</a> Web Services, as it may force them to transition to other producers such as U.S.-based <a href=\"https://laohu8.com/S/COHR\">Coherent</a> and <a href=\"https://laohu8.com/S/LITE\">Lumentum</a>, which stand to benefit from the measure.</p><p>Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.</p><p>AWS, Coherent and Lumentum did not respond to requests for comment.</p><p>The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.</p><p>In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.</p><p>Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.</p><p>But Trump has taken a less aggressive approach during his second term after Beijing&#39;s use of export controls on rare earth minerals last year.</p><p>Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.</p><p>But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300308":"中际旭创","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","WANT":"Direxion Daily Consumer Discretionary Bull 3X ETF","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0871640123.AUD":"BGF GLOBAL MULTI-ASSET INC \"A8\" (AUD HDG) INC","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","SPRX":"Spear Alpha ETF","LWLG":"Lightwave Logic, Inc.","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU2063271972.USD":"富兰克林创新领域基金","BK4543":"AI","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","AMZD":"1倍做空AMZN ETF-Direxion","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, four people familiar with the matter told Reuters, as it seeks to protect the infrastructure that undergirds the AI boom.The Federal Communications Commission, which oversees the U.S. telecom ‌industry, is working on the measure to bar imports of new Chinese optical transceivers, which allow data to travel over fiber-optic cables at the speed of light within data centers. Officials hope to publish it this year, when it would take effect.Optical-networking stocks jumped in morning trading. Fabrinet and Applied Optoelectronics rose 18%; POET Technologies rose 15%; Coherent rose 14%; Credo Technology rose 9%; Lumentum and Ciena rose 8%;  Semtech rose 7%; Corning rose 6%.The move, not previously reported, aims to prevent Chinese firms from stealing data, installing malware or disrupting service at U.S. data centers, which house the chips to train and run AI models.The FCC could still modify or shelve the restriction, the sources stressed, speaking on condition of anonymity to discuss sensitive matters. But it is the latest example of the Trump administration trying to limit Chinese technological incursions into cutting-edge U.S. industries before they become embedded in the ⁠supply chain.\"Transceivers definitely pose a risk,\" said Divyansh Kaushik, an AI policy expert at Washington, D.C., advisory firm Beacon Global Strategies. \"As the data center buildout scales up, you want to make sure the data center supply chain is secure from the get-go,\" he added.CHINA WILL RESPOND IF NECESSARY: EMBASSYThe White House and the FCC did not respond to requests for comment. The Chinese embassy in Washington said Beijing urges the United States to \"heed the objective and rational voices of the business communities in both countries\" and \"stop smearing Chinese companies and threatening them with sanctions.\"\"China will take all necessary measures in response to any action that causes material harm to its interests,\" it added.China hawks in the administration are keen to avoid another situation like Huawei, where telecom equipment made by the heavily sanctioned Chinese firm was so deeply embedded in U.S. infrastructure that efforts to remove it were slow, expensive and incomplete.The FCC has historically been independent, but in June the U.S. Supreme Court backed President Donald Trump's firing of a Democratic Federal Trade Commission member, expanding his powers over the government, including certain regulatory agencies.A U.S. ban on new models of Chinese ‌data center ⁠devices would likely hit China’s Zhongji Innolight, one of the biggest global sellers of transceivers, which was added to the Pentagon’s list of alleged Chinese military-backed companies in June. The list can be a harbinger of tougher action. Innolight did not respond to requests for comment.A ban could also raise costs for American cloud firms such as Amazon Web Services, as it may force them to transition to other producers such as U.S.-based Coherent and Lumentum, which stand to benefit from the measure.Innolight has a leading 27% share of the global data center transceiver market, according to Counterpoint Research. Coherent and Lumentum sell competitive technology but ⁠lack the scale to replace Chinese vendors, according to a report by the Foundation for American Innovation. Innolight generates 90% of its revenue outside China, the report added.AWS, Coherent and Lumentum did not respond to requests for comment.The FCC has imposed similar curbs on Chinese drones, routers, robots and inverters, as first reported by Reuters.In line with those restrictions, the agency would ban all imports of new transceiver models and then exempt many ⁠non-Chinese suppliers from the restrictions, three of the sources said.Trump drew attention during his first term to alleged intellectual property theft by Chinese firms and state-sponsored spying by Huawei, which the company denies.But Trump has taken a less aggressive approach during his second term after Beijing's use of export controls on rare earth minerals last year.Reuters reported in February that the Commerce Department, which ⁠has tools to police the tech supply chain for perceived threats from China, shelved a group of import restrictions on China — including one targeting Chinese data center equipment — following a trade war détente last October.But the FCC has stepped in, announcing the drone and router bans in December and March, respectively, via its so-called Covered List, created by Congress to bar future equipment sales by foreign companies whose products pose national security risks. Moves against Chinese inverters and robots followed last week.","news_type":1,"symbols_score_info":{"300308":1.91,"USAW.SI":0.6,"COHR":1.82,"OGIG":0.6,"LABX":0.6,"AMZY":0.6,"LITX":0.6,"FN":2,"AXTI":2,"AMZD":0.6,"ONLN":0.6,"EGGY":0.6,"COHC":0.6,"POET":2,"03308":1.91,"CLIX":0.6,"ALMU":2,"CRDO":2,"SMTC":2,"COHX":0.6,"RTH":0.6,"AAOI":2,"SPRX":0.6,"AMZW":0.6,"AMZZ":0.6,"GLW":2,"ALAB":2,"GLWG":0.6,"LWLG":2,"AMZN":1.85,"COHH":0.6,"CRDU":0.6,"AMZU":0.6,"FOTO":0.6,"LITE":2,"AMZP":0.6,"ILDR":0.6,"WANT":0.6,"CIEN":2,"LUMA":0.6,"HULL":0.6,"AZYY":0.6}},"isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":593259785896616,"gmtCreate":1785865310028,"gmtModify":1785865313079,"author":{"id":"3580955744929134","authorId":"3580955744929134","name":"Stockkid","avatar":"https://static.tigerbbs.com/6e58310c6a80ddfbcb69e0989cda7858","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3580955744929134","idStr":"3580955744929134"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish","listText":"<a href=\"https://ttm.financial/S/GLWG\">$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ </a> bullish","text":"$Leverage Shares 2X Long GLW Daily ETF(GLWG)$ bullish","images":[{"img":"https://community-static.tradeup.com/news/a3c51b1389d899853932c20d549eac2e","width":"882","height":"1520"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/593259785896616","isVote":1,"tweetType":1,"viewCount":1230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}