光模块板块走强！中际旭创市值创新高，天孚通信辟谣谷歌订单传闻

Group 1 - Google concept stocks, particularly optical module companies, have seen strong price increases, with Zhongji Xuchuang rising 13.89% to a historical high of 546.29 yuan per share, and its market value surpassing 600 billion yuan [1] - The release of Google's Gemini 3 model has led to significant market interest, with reports indicating that it outperforms in nearly all mainstream benchmark tests, and the subsequent release of the Nano Banana Pro image model has gained popularity on social media [3] - Market rumors suggest that Zhongji Xuchuang, Xinyi Sheng, and Tianfu Communication are suppliers for Google's optical modules, although these companies have not confirmed their client relationships due to confidentiality [3] Group 2 - In Q3, Zhongji Xuchuang, Tianfu Communication, and Xinyi Sheng all reported year-on-year revenue and net profit growth, with Tianfu Communication achieving revenue of 1.463 billion yuan (up 74.37%) and net profit of 566 million yuan (up 75.68%), Xinyi Sheng with revenue of 6.068 billion yuan (up 152.53%) and net profit of 2.385 billion yuan (up 205.38%), and Zhongji Xuchuang reporting revenue of 10.216 billion yuan (up 56.83%) and net profit of 3.137 billion yuan (up 124.98%) [4] - However, Xinyi Sheng's Q3 revenue decreased by 317 million yuan quarter-on-quarter, and Tianfu Communication's revenue decreased by 48 million yuan quarter-on-quarter [4]