Reports that the US Federal Communications Commission is drafting a proposal to ban imports of new Chinese optical transceivers rattled the market today, sending shares of AI hardware and optical module makers Zhongji Innolight and Eoptolink down. Zhongji Innolight [SHE: 300308] slumped 7.3%, while Eoptolink [SHE:300502] closed 5.3% lower.