Shares in Chinese optical and AI-related component makers decline after reports that the United States is drafting restrictions on imports of certain data center hardware. Financial Times and Bloomberg both point to a Reuters report saying Washington is considering a ban covering some optical transceivers and other data center components used in AI infrastructure. Zhongji Innolight is among the companies singled out in the coverage and is reported to lead the slide in related Chinese optical stocks, while Eoptolink also drops. The news follows broader US scrutiny of technology supply chains tied to artificial intelligence and cloud computing. While the articles describe the proposals as a draft and do not specify the final scope or timing of any action, the market reaction indicates investors are pricing in higher compliance and export risk for affected suppliers. The reports emphasize the role of the US review in prompting the sell-off, rather than any company-specific operational developments. Companies named face uncertainty as details of the potential ban, including which products and channels would be covered, remain under discussion.