一财主播说 | 光模块板块“王者归来” 这些谷歌概念是否货真价实？中际旭创：不方便透露客户信息 天孚通信辟谣谷歌订单传闻

Core Viewpoint - Multiple Google-related stocks have shown strong performance, particularly in the optical module sector, following the release of Google's Gemini 3, which has outperformed in nearly all major benchmark tests [1] Group 1: Stock Performance - Zhongji Xuchuang's stock rose over 13%, with a market capitalization exceeding 600 billion yuan [1] - Xinyiseng's stock increased by 8.66% [1] - Tianfu Communication's stock gained 6.24% [1] Group 2: Company Relationships - Zhongji Xuchuang, Xinyiseng, and Tianfu Communication are reported to be suppliers of optical modules to Google [1] - Zhongji Xuchuang and Xinyiseng declined to disclose customer information due to confidentiality [1] - Tianfu Communication did not respond to inquiries regarding its supply relationship with Google, only stating that optical module manufacturers are major clients [1] Group 3: Market Rumors - There are market rumors that Tianfu Communication has secured a $3 billion order from Google, which the company has denied as being untrue [1]