Tebchaws Asmeskas Tuam Txhab ZTE Sanctions, North American Optical Devices Shares Falling

Apr 18, 2018 Tso lus

Tsoom Fwv Teb Chaws Asmeskas Tuam Tsev Txhawb Kev Tshaj Tawm tshaj tawm rau lub Plaub Hlis 16th, Eastern Time vim hais tias vim cov khoom siv hluav taws xob ua lag luam ZTE (31.310, 0.00, 0.00%) tau ua txhaum cov kev cai hauv Teb Chaws Asmeskas, cov tuam txhab lag luam raug txwv tsis pub ZTE nce qib 7 lub xyoos. Qhov kev tawm tsam no yuav cuam tshuam cov tuam txab manufacturers xws li Qualcomm, Acacia, thiab cov cuab yeej siv kho tshuab American.

Tom qab cov xov xwm hais tias ZTE raug txwv, cov nqi sib tw ntawm cov neeg muag khoom kho qhov muag tau poob. Cov teeb meem feem ntau yog Acacia (ACIA, -35.5%) thiab Oclaro (OCLR, -14.9%). Acacia tau tsim 30% ntawm nws cov nyiaj muag khoom hauv xyoo 2017 los ntawm ZTE. Tom qab cov nqi them poob lawm, lub tuam txhab tau txais txiaj ntsig zoo los ntawm kev sau cov lus hais tias nws paub txog qhov kev khiav tawm thiab kev ntsuas kom tshem tawm qhov cuam tshuam cov kev lag luam thiab txheeb xyuas qhov feem ntawm cov txav ntawm Acacia. Oclaro tsis tau ua lub tswv yim tam sim no, thiab cov Lumentum uas tau tshaj tawm yuav oclaro qee lub sij hawm dhau los kuj muaj kev cuam tshuam, cov nqi sib qis yog 8.9%. Lwm cov khoom lag luam uas tsis cuam tshuam txog kev kho qhov muag muaj xws li: Finisar (FNSR) -3.8%, NeoPhotonics (NPTN) -3.4%, II-VI (IIVI) -4%, thiab AOI (AAOI) -1.3%.