China Optical Stocks Drop on Reports of US Ban | The China Show | 8/5/2026
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“Bloomberg: The China Show” is your definitive source for news and analysis on the world's second-biggest economy. From politics and policy to tech and trends, Yvonne Man and David Ingles give global investors unique insight, delivering in-depth discussions with the newsmakers who matter. Chapters: 00:00:00 - Bloomberg: The China Show opens 00:01:05 - US drafts ban on China data center components: Reuters 00:06:37 - Hong Kong and mainland stocks lag a broader tech rally 00:15:09 - SpaceX declines as investors digest higher AI spending 00:19:34 - Impact of potential US data center components ban on Zhongji Innolight 00:28:16 - Goldman Sachs' Ronald Keung on Z.AI and MiniMax 00:38:17 - Breaking: RatingDog China Services PMI falls to its low 00:38:53 - CXMT pushes to narrow the gap in advanced smartphone memory chips 00:51:27 - AI chip rally lifts technology sentiment across Asia 00:52:43 - US drafts ban on China data center components: Reuters 00:56:58 - Rhodium's Reva Gouj
Tags: AI, Abercrombie & Fitch Co., Anthony Stephens, Artificial Intelligence, Avril Hong, China, China Economy, Danny Lee, Data centers, David Ingles, David Savage, Earnings, Federal Reserve, G7, Goldman Sachs Group Inc., HSBC Holdings Plc, Inflation, Minmin Low, Pranjul Bhandari, Reserve Bank of India
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