Ge Long Hui·2025-11-26 03:02Core Viewpoint - The A-share market is witnessing active trading in Google-related industry chain stocks, driven by positive developments surrounding Google's Gemini 3 and significant investments by Meta in Google's TPU technology [1] Group 1: Stock Performance - Saiwei Electronics surged over 16% - Zhongji Xuchuang increased by more than 10% - Hu Dian Co. saw a rise of over 6% - Guangku Technology grew by over 6% - Shenghong Technology and Tianfu Communication both rose over 4% - Taicheng Light increased by over 3% - Tengjing Technology and Guangxun Technology both saw gains of over 2% [1] Group 2: Industry Developments - Google's Gemini 3 has received positive reviews from the industry - Meta has invested billions of dollars in acquiring Google's TPU technology - Institutions believe Google is building a strong AI moat through a complete technology ecosystem that includes chips (TPU), networks (OCS), models (Gemini), and applications (cloud computing/search/advertising) [1]