Investing.com —— 周三，中国光通信股票大涨，多只香港和内地上市股票升至11月初以来的最高水平，投资者正在权衡美国可能限制中国数据中心设备以及微软推动撤回该提议的影响。
Investing.com -- Chinese optical communications stocks rallied on Wednesday, with several Hong Kong and mainland listings reaching their highest levels since early November, as investors weighed the implications of a potential U.S. restriction on Chinese data-centre equipment and Microsoft's push to have the proposal dropped.
长飞光纤光缆香港上市股份上涨7.1%，内地股份上涨6.6%，均升至11月4日以来的最高水平。
Yangtze Optical Fibre and Cable's Hong Kong-listed shares climbed 7.1%, while its mainland shares gained 6.6%, with both reaching their highest levels since November 4.
中际旭创香港股份飙升10.2%，内地上市股票大涨12.8%，同样创下11月4日以来的新高。中际旭创上海香港股份暴涨16.9%，升至11月2日以来的最高水平，其A股上涨10%，达到11月5日以来的最高水平。海光信息上涨2.5%。
Zhongji Innolight's Hong Kong shares jumped 10.2% and its mainland-listed stock advanced 12.8%, also hitting their highest levels since November 4. CIG Shanghai's Hong Kong shares surged 16.9% to their highest since November 2, while its A-shares rose 10% to their highest since November 5. Hygon Information Technology added 2.5%.
此前路透社报道，微软及其他科技公司和行业协会正在敦促特朗普政府放弃限制进口中国新型光模块的计划，光模块用于连接数据中心内的服务器、路由器和交换机。
The gains followed a Reuters report that Microsoft and other technology companies and trade groups were pressing the Trump administration to abandon plans to restrict imports of new Chinese optical transceivers, which connect servers, routers and switches within data centres.
拟议的限制措施在人工智能行业引发担忧，因为中国制造商主导全球供应。
The proposed restrictions have raised concerns across the AI industry because Chinese manufacturers dominate global supply.
根据Counterpoint Research的数据，中国公司占据光模块市场约三分之二的份额，而美国竞争对手缺乏足够的产能来快速替代它们。
Chinese companies account for about two-thirds of the optical transceiver market, according to Counterpoint Research, while U.S. competitors lack the production capacity to replace them quickly.
微软警告称，限制措施可能会拖慢美国数据中心的扩张，可能导致云服务商已采购的人工智能芯片因等待连接所需的组件而闲置。
Microsoft has warned that restrictions could slow the expansion of U.S. data centres, potentially leaving AI chips already purchased by cloud companies unused while they wait for the components needed to connect them.
信息技术产业委员会总法律顾问约翰·米勒独家告诉路透社，如果没有光模块，这些芯片可能会“就在那里闲置等待，无法被利用”。
John Miller, general counsel of the Information Technology Industry Council, told Reuters exclusively that the chips could "just sit there waiting around un-utilized" without the transceivers.
这场辩论为美中科技紧张关系增添了另一层因素，正值美国总统唐纳德·特朗普预计将于11月18日至19日在深圳举行的亚太经合组织（APEC）领导人峰会上与中国国家主席习近平会晤之际。特朗普已表示，他预计将在该聚会期间与习近平会晤。
The debate adds another layer to U.S.-China technology tensions ahead of President Donald Trump's expected meeting with Chinese President Xi Jinping at the APEC leaders' summit in Shenzhen on November 18-19. Trump has said he expects to meet Xi during the gathering.