Chinese optical-module stocks rebound as analysts downplay ‘mild’ AI curbs proposed by US

Chinese optical-module stocks rebounded after analysts downplayed the impact of proposed U.S. restrictions on AI data centers, noting current supply chains would likely remain intact. The proposed rules, which could block Chinese firms from future U.S. AI data centers, face hurdles due to the U.S.'s reliance on Chinese manufacturing. Zhongji Innolight's shares closed down in Shenzhen and Hong Kong.