Xin Lang Cai Jing·2025-11-26 10:08Group 1: Market Performance - A-shares related to optical modules, optical communication, and optical chips experienced significant gains, with leading optical module company Zhongji Xuchuang (300308) rising over 16% to reach a historical high, bringing its market capitalization to over 600 billion yuan [1] - Other companies in the optical module sector, such as Xinyi Sheng (300502), saw an increase of over 8%, while companies in optical communication like Tefa Information (000070) and Yongding Co. (600105) hit the daily limit [1] - In the optical chip sector, Changguang Huaxin (688048) reached a 20% limit up, and Shengke Communication (688702) rose over 5% [1] Group 2: Google and AI Chip Market Dynamics - The recent surge in these stocks appears linked to Google's developments, as Wall Street shifts focus from Nvidia to Google amid concerns over an "AI bubble" [1] - Google's self-developed TPU (Tensor Processing Unit) is rumored to potentially secure a large order from Meta, raising questions about Nvidia's competitive position in the AI chip market [1][2] - Reports suggest that Meta is considering deploying Google's TPU in its data centers starting in 2027, with a value potentially reaching several billion dollars, which could significantly boost Google's revenue and market share in the chip sector [1] Group 3: Technological Advancements - Google has integrated optical switching (OCS) technology into its TPU interconnect, which allows for direct switching of optical signals without electro-optical conversion [3] - This advancement is expected to benefit the related industry chain as Google's large model progresses, with firms like Zhongji Xuchuang, Xinyi Sheng, and others being highlighted as potential beneficiaries [3] - Zhongji Xuchuang has refrained from disclosing customer information in response to inquiries about order rumors [3]