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

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Source: South China Morning Post
Published: 2026-08-05 22:30 UTC+10:00
Section: Hong Kong
Factuality Score: 92
Opinion Category: Neutral
Topics: Technology & AI, China, US Politics, Retail, Technology
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Snippet:
FCC plan would preserve existing supplies while targeting next-generation products, forcing Washington to balance security concerns with cost of replacing Chinese capacity
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