Group 1 - The core point of the news is the performance of stocks on the institutional leaderboard, with 32 stocks listed, 17 net bought, and 15 net sold [1] - The top three stocks with the highest net purchases by institutions are Aerospace Development (147 million), Guofeng New Materials (93.9 million), and Beifang Changlong (89.72 million) [1][2] - Aerospace Development is a local company in Fujian, focusing on four major industry areas: blue army system and equipment, new generation communication and control equipment, space information applications, and data intelligence and security [2] Group 2 - OCS is preparing for the full launch of Google's TPU V7 Ironwood, starting to configure 1.6T optical modules, with the network architecture primarily using MEMS and LCD solutions [3] - Guangku Technology's micro-connection products are mainly applied in high-speed and ultra-high-speed optical modules (400G/800G/1.6T), and the company plans to enhance R&D and expansion for high-density FAU applications in data center optical interconnections [4] - Dekeli has announced that it is continuously following cutting-edge technology developments, with silicon-based OCS having received overseas sample orders [5] Group 3 - Meta is reportedly discussing a multi-billion dollar investment to integrate Google's TPU into its data centers starting in 2027, with plans to lease TPU computing power from Google Cloud as early as next year [6] - Kede Education holds a 5.9933% stake in Zhonghao Xinying, whose TPU architecture AI chips have achieved mass production, forming a "self-developed AI chip + supercomputing cluster + large model" industrial value chain [7]