US Plans to Ban Imports of Chinese Data Center Components, Chinese Optical Stocks Fall Collectively

According to Bloomberg, the United States is drafting a ban intended to restrict imports of certain Chinese data center components to protect its artificial intelligence infrastructure security. Affected by this news, stock prices in China's optical sector fell sharply, with Zhongji Innolight, one of the world's largest transceiver suppliers, falling more than 14% at one point during trading, and Eoptolink Technology, a peer of Huagong Tech's Huagong Zhengyuan, dropping by 11%. Reuters previously reported that Zhongji Innolight could become one of the main targets of this ban.