China Optical Stocks Drop on Reports of US Ban | The China Show | 8/5/2026
“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 Goujon on US-China AI competition
01:07:40 - Cathay Pacific set to report strong earnings
01:13:13 - Samsung unveils its next-generation 3D memory roadmap
01:18:25 - Shionogi CEO on the company's latest M&A opportunities
01:25:40 - RBI expected to leave rates unchanged at 5.25%
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