谷歌AI大模型升级，引爆A股谷歌链，光通信板块集体起飞。 11月25日，A股光通信板块大涨，光库科技20%涨停，腾景科技涨超15%，双双创历史新高。德科立、长光华芯、长飞 光纤、福晶科技等涨停，长芯博创、仕佳光子、炬光科技、太辰光均涨超10%。分析指出，市场对光通信板块的追捧， 源于谷歌近期发布的新一代AI大模型Gemini 3及图像生成模型Nano Banana Pro的突破性表现。 | 代码 | 名称 | 现价 | 涨跌幅 ▼ | | --- | --- | --- | --- | | 300548 | 长芯博创 | 123.00 c | 13.87% | | 603803 | 瑞斯康达 | 11.86 c | 10.02% | | 600105 | 永鼎股份 | 15.72 c | 10.01% | | 000070 | 特发信息 | 12.65 c | 10.00% | | 002222 | 福晶科技 | 47.74 c | 10.00% | | 601869 | 长飞乐社 | 81.00 c | 9.99% | | 688313 | 任佳光子 | 75.62 c | 9.69% | | 300570 ...

Core Insights - The report highlights the rapid growth in the AI and manufacturing sectors, with specific initiatives launched in Shanghai and Guangdong to promote technological advancements [5]. - The DRAM market has reached a historical quarterly high, indicating strong demand and growth potential in the semiconductor industry [7]. - Several companies have reported significant financial results, showcasing both growth and challenges within their respective sectors [9]. Domestic Financial Market - The report notes a mixed performance in the financial market, with major indices experiencing slight declines despite a high trading volume of 2.59 trillion yuan [11]. - AI hardware stocks remain strong, with Industrial Fulian hitting a record high, while other sectors like military and insurance are undergoing adjustments [11]. Industry Latest Developments - OCP has announced the establishment of a light exchange project, with related stocks including Saiwei Electronics and Lingyun Optics [7]. - The report mentions breakthroughs in manned lunar exploration, with companies like Tianyin Machinery and Aerospace Electronics being highlighted [7]. Company Focus - Weilan Lithium Chip reported a total revenue of 3.727 billion yuan and a net profit of 333 million yuan, marking a 99.09% year-on-year increase [9]. - Zhifei Biological experienced a significant revenue drop of 73.06%, resulting in a net loss of 597 million yuan [9]. - Aimeike achieved a revenue of 1.299 billion yuan with a net profit of 789 million yuan, proposing a dividend of 12 yuan per share [9]. - Shengquan Group reported a revenue of 5.351 billion yuan and a net profit increase of 51.19% [9].