AI产业链股爆发，太辰光20%涨停创出新高，仕佳光子等大涨

Group 1 - The AI industry chain stocks, including CPO and liquid-cooled servers, showed strong performance on January 7, with notable gains such as Tai Chen Guang reaching a 20% limit up and Shijia Photon increasing by approximately 18% [1] - NVIDIA's CEO Jensen Huang announced the launch of the new consumer-grade GPU GeForce RTX 50 series at CES 2025, which utilizes the Blackwell architecture aimed at gamers, creators, and developers, achieving breakthroughs in AI-driven rendering [1] - The Blackwell architecture has been fully produced, with all major cloud service providers establishing systems to offer around 200 different models and configurations from approximately 15 hardware manufacturers [1] Group 2 - The market anticipates NVIDIA to reveal the GB300 product line at the GTC conference in March 2025, with the GB300 expected to be released six months after the GB200, which will have limited shipments in Q4 2024 and gradually increase in Q1 2025 [1] - The GB300 is projected to become the main product of the Blackwell series, indicating a faster pace of chip version updates and iterations [1] - Zheshang Securities suggests focusing on investment opportunities arising from the GB300 upgrade, particularly in areas such as optical modules, cooling, power supply, copper connections, testing, and PCB [2]