快讯：算力硬件股持续走强 联特科技、中瓷电子午后双双涨停

Group 1: Market Performance - The A-share market's computing hardware sector experienced a strong surge, with companies like LianTe Technology and ZhongCi Electronics hitting the daily limit, and YiDong Electronics also closing at the limit. Other stocks like JuGuang Technology and YuanJie Technology rose over 10%, indicating sustained investor interest in this sector [1] Group 2: AI Competition and Demand - The global AI competition has intensified, with tech giants like OpenAI preparing to launch the latest GPT-5.2 model, while companies like Google and Amazon are increasing investments in self-developed AI chips and computing infrastructure. This heightened competition is driving urgent demand for underlying computing hardware, particularly high-speed optical modules/CPO and AI chips. Analysts believe that the investment wave centered on AI computing hardware is just beginning, with future market potential reaching trillions of dollars [2] Group 3: Technological Advancements and Supply Constraints - The optical module industry is currently undergoing a technological transition from 800G to 1.6T and even higher rates. While 800G products are being ramped up, the introduction of advanced 1.6T products is accelerating, leading to extended delivery cycles for high-end optical modules and significant supply-demand tension. This scenario benefits leading companies with technological advantages in high-speed products, such as ZhongJi XuChuang and XinYiSheng, granting them stronger pricing power and performance certainty [3] Group 4: Positive Policy and Industry Environment - Recent domestic policy developments have signaled a positive outlook for the computing industry. The convening of the High-Quality Development Conference for the Computing Industry emphasized the importance of developing the computing sector, alongside the signing of large-scale computing infrastructure cooperation projects. National initiatives, such as the establishment of a commercial aerospace office, have also indirectly boosted market enthusiasm for emerging tech sectors, enhancing investor confidence [4] Group 5: External Environment and Domestic Substitution - Reports indicate a recent easing of U.S. export policies on AI chips to China, allowing NVIDIA to sell H200 chips to the country. While this poses short-term competition for domestic AI chip manufacturers, it is generally interpreted as a stimulus for the construction and expansion of Chinese data centers, indirectly benefiting the demand for optical modules and servers. Additionally, domestic AI chip companies like Cambricon and Haiguang Information have shown strong performance in orders and earnings, indicating an acceleration in the domestic substitution process, which supports the integrity and security of the domestic computing industry chain [5]