Movement Alert｜LIGENT Falls 6% in Regular Trading, Optical Module Names Pressured by 3.2T Rule Rumors

Market Focus10-15

On October 15, LIGENT fell 6% in Regular Trading, trading at HK$28.34, with turnover of HK$30.72 million.

The move coincided with continued market digestion of rumors around potential 3.2T optical module rules and a 65% US-origin BOM threshold, which has weighed on sentiment across optical module and optical chip stocks.

Public information indicates these claims remain policy speculation and no formal document has been issued. Still, investors are concerned about compliance pathways for next-generation products and possible margin pressure. Earlier market reports had also noted persistent worries over localization constraints tied to 3.2T optical modules, even though LIGENT is viewed as having rare North American local manufacturing and in-house optical chip supply capabilities.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

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