科技巨头天量资本开支迎来正反馈，千问送奶茶爆量也凸显算力紧张

Group 1 - The AI and computing industry continues to receive significant catalysts, with major tech stocks in the US experiencing a collective surge, including Nvidia up 7.87% and TSMC and ASML up nearly 5% [1] - Amazon's projected capital expenditure for 2026 is expected to reach $200 billion, significantly exceeding market expectations of $146.11 billion, representing a 50% increase from 2025 [1] - The overall financial reports from tech stocks indicate a high level of confidence in AI, with major companies significantly raising their capital expenditure guidance for 2026 [1] Group 2 - The Ministry of Industry and Information Technology in China has issued a notice to develop a national computing power interconnection node construction plan, aimed at creating a standardized and efficient resource utilization system [2] - This initiative is significant for the domestic computing power industry, emphasizing resource integration and utilization during a period of rapid expansion [2] Group 3 - Key companies in the optical module sector include LianTe Technology and HuiLv Ecology [3] - Companies involved in optical interconnection include ZhiShang Technology and JuGuang Technology [3] Group 4 - Domestic computing power companies include ZhongKe Shuguang, Dongyangguang, and XieChuang Data [4] Group 5 - AI application companies include iFlytek, Decai Co., and Kunlun Wanwei [5]