AAOI, COHR Rise Over 5% as U.S. Optical Communications Stocks Extend Rally on August 5

AAOI-5.79%
COHR-1.08%
LITE-1.96%
According to BlockBeats and BIT.com trading data, U.S. optical communications stocks extended yesterday's gains on August 5. Applied Optoelectronics (AAOI), a manufacturer of high-speed optical modules for AI data centers, surged 5.1%, while Coherent Corp (COHR), a leader in laser and photonic solutions for data center and industrial applications, climbed 5.86%. Lumentum Holdings (LITE), a core supplier of optical communication lasers and modules, rose 2.56%. The rally follows reports that the Trump administration is drafting restrictions on imports of Chinese data center components, with the Federal Communications Commission (FCC) planning import limits on Chinese optical transceivers used in high-speed fiber data transmission.
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