On October 8, the A-share optical chip concept sector weakened, and many individual stocks fell sharply. By the close, Changguang Huaxin and Yuanjie Technology had dropped by 20%, Dongshan Precision had dropped by 10%, and Shijia Photonics had dropped by more than 17%. Recently, news of an overseas restriction order relating to optical chips quickly attracted market attention. Many industry insiders analyzed that the implementation of the relevant restrictions is extremely uncertain, and the impact is relatively manageable. Judging from the source of information, the entire source of information for Morgan Stanley's October 1 report was an exchange between its strategy team and a Washington legal team — the report used deductive terms such as potential, likely, and could throughout the report. There was no official FCC rule text, no record of discussion of the proposal, let alone an official release. In other words, the whole report is a policy conjecture. Regarding the sharp drop in stock prices, Yuanjie Technology said that recent stock price fluctuations of optical chip companies have been affected by the Morgan Stanley Report. The overall decline in the industry is not an example of a company; the company did not comment on the report. Looking at the company level, production and operation are currently normal, and all businesses are being carried out normally.

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