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% -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8a9 Visit http://www.bloomberg.com for business news & analysis, up-to-the-minute market data, features, profiles and more. Connect with Bloomberg Television on: X: https://twitter.com/BloombergTV Facebook: https://www.facebook.com/BloombergTelevision Instagram: https://www.instagram.com/bloombergtv/ Connect with Bloomberg Business on: X: https://twitter.com/business Facebook: https://www.facebook.com/bloombergbusiness Instagram: https://www.instagram.com/bloombergbusiness/ TikTok: https://www.tiktok.com/@bloombergbusiness?lang=en Reddit: https://www.reddit.com/r/bloomberg/ LinkedIn: https://www.linkedin.com/company/bloomberg-news/ More from Bloomberg: Bloomberg Radio: https://twitter.com/BloombergRadio Bloomberg Surveillance: https://twitter.com/bsurveillance Bloomberg Politics: https://twitter.com/bpolitics Bloomberg Originals: https://twitter.com/bbgoriginals Watch more on YouTube: Bloomberg Technology: https://www.youtube.com/@BloombergTechnology Bloomberg Originals: https://www.youtube.com/@business Bloomberg Quicktake: https://www.youtube.com/@BloombergQuicktake Bloomberg Espanol: https://www.youtube.com/@bloomberg_espanol Bloomberg Podcasts: https://www.youtube.com/@BloombergPodcasts