Oct 8 — China's A-share optical‑chip sector weakened, with multiple stocks plunging. Changguang Huaxin and Yuanjie Technology hit 20% limit-downs, Dongshan Precision hit a 10% limit-down and Sijia Photonics fell over 17%. Market concern followed an overseas report suggesting potential restrictions on optical chips; market sources said implementation is highly uncertain and likely containable. Morgan Stanley's Oct. 1 note drew solely on exchanges between its strategy team and a Washington legal t

Oct 8 — China's A-share optical‑chip sector weakened, with multiple stocks plunging. Changguang Huaxin and Yuanjie Technology hit 20% limit-downs, Dongshan Precision hit a 10% limit-down and Sijia Photonics fell over 17%. Market concern followed an overseas report suggesting potential restrictions on optical chips; market sources said implementation is highly uncertain and likely containable. Morgan Stanley's Oct. 1 note drew solely on exchanges between its strategy team and a Washington legal team and repeatedly used hypothetical language (potential, likely, could); it contained no FCC rule text, no proposal discussion record and no official release, and should be treated as a policy conjecture. Yuanjie said recent stock volatility was driven by the Morgan Stanley report, that the sector decline was not company-specific, it would not comment on the report, and that production and operations are normal.