A股，燃爆！

Market Overview - The A-share market opened strongly with major indices rising, with the Shanghai Composite Index up by 0.71%, the Shenzhen Component Index up by 1.62%, and the ChiNext Index up by over 2% [2][3] - More than 4,700 stocks in the market experienced gains [2] Sector Performance - The communication, media, and computer sectors saw significant increases, particularly in optical module, optical communication, and optical chip stocks [4][5] - The optical module index rose over 8%, with individual stocks like Dekeli hitting the daily limit, and others like Guangku Technology and Changxin Bochuang rising over 15% [7][9] Notable Stocks - Dekeli reached a price of 142.56 CNY, marking a 20% increase, while Guangku Technology and Changxin Bochuang also saw substantial gains [9][11] - Zhongji Xuchuang had a trading volume exceeding 10 billion CNY, leading the A-share market [10] AI and Technology Investments - Amazon announced plans to invest up to 50 billion USD to expand its AI and supercomputing capabilities for U.S. government clients, marking one of the largest cloud infrastructure investments for the public sector [12] - TSMC's CEO indicated a significant demand for advanced process capacity, planning to build three additional 2nm fabs to meet the surge in AI chip orders [12] Media and AI Applications - The media sector continued its upward trend, with AI applications and online gaming leading the charge [12] - Stocks like Huanrui Century and Xinhua Dou achieved three consecutive daily limits, while others like Rongxin Culture and Giant Network also saw significant increases [13] Lithium Battery Sector - Longpan Technology's stock surged to a limit of 18.06 CNY, following the announcement of a major sales agreement worth over 450 billion CNY for lithium iron phosphate materials [15][17] - The agreement revised the sales volume from 15,000 tons to 130,000 tons, extending the contract period to the end of 2030 [17]