算力概念午后异动！688498，历史新高

Core Viewpoint - The computing hardware stocks are experiencing significant gains, driven by increased demand for 1.6T optical modules, with major clients revising their procurement plans upwards due to the rapid growth in AI training and inference network bandwidth needs [2][6]. Group 1: Stock Performance - Yuanjie Technology (688498) approached a "20cm" limit up, reaching a historical high with a rise of 17.67% [2]. - New Yisheng and Hubei Broadcasting both increased by over 10%, while Zhongji Xuchuang and Industrial Fulian rose by over 9% [6]. - The overall market saw over 4,200 stocks rising, with the ChiNext Index up by 3.18%, the Shanghai Composite Index up by 1.16%, and the Shenzhen Component Index up by 2.01% [10][11]. Group 2: Demand for Optical Modules - A report from Industrial Securities indicates that the demand for 1.6T optical modules is continuously being revised upwards, with procurement plans increasing from 10 million to 20 million units by 2026 [6]. - The increase in demand is attributed to the accelerated deployment of GB300 and the subsequent Rubin platform, which is driving the need for higher bandwidth in AI applications [6]. Group 3: Individual Stock Highlights - Hanwujing-U recorded a transaction volume exceeding 10 billion, with a current increase of 3.8% [8]. - In the Hong Kong market, telecommunications and network infrastructure stocks saw rapid gains, with Huiju Technology rising over 13% and Changfei Optical Fiber Cable increasing over 6% [6].