据环球网22日援引外媒报道称，特朗普政府正考虑批准向中国出口美国芯片制造商英伟达的H200人工 智能芯片。 报道表示，两年前发布的H200芯片相比于其前代产品H100芯片拥有更多的高带宽内存，使其能够更快 速地处理数据。据估计，H200芯片的性能是英伟达H20芯片的两倍。 具体数据上，H200是英伟达第一款使用HBM3e内存的芯片，以每秒4.8TB的速度提供141GB的内存；与 A100相比，H200内存容量约提升两倍，带宽约增加了2.4倍。此外，英伟达随后推出的H200 NVL是基 于Hopper架构的PCIe版GPU。与H100 NVL相比，H200 NVL的内存容量提升了1.5倍，带宽提升了1.2 倍，能够在数小时内完成大型语言模型的微调，并提供高达1.7倍的推理性能提升。 另一方面，谷歌连续发布新模型相对于ChatGPT展现出了巨大的进步，高盛等对此分析表示，"这一点 已显而易见，但市场对此却反应迟钝。"谷歌供应链对OpenAI链的强烈替代走势。 华泰证券也认为谷歌TPU是目前唯一能与英伟达GPU匹敌的AI加速器，同时依托TensorFlow、OpenXLA 等学习框架与TPU构建软硬一体的AI生态， ...

证券日报网讯立讯精密（002475）11月17日在互动平台回答投资者提问时表示，公司的电连接产品全球 竞争力进一步凸显，224G高速线缆产品已实现量产，448G产品也已与多家主流客户展开预研工作；光 连接领域成果亦显著，800G光模块实现量产交付，1.6T产品正进行客户验证，同时在LRO/LPO等关键 技术上进行了早期的探索。 ...

华泰证券指出，3Q2025通信行业整体营收及归母净利润同比增长5.2%/12.3%，延续稳健增长态 势。细分来看，电信运营商归母净利润保持稳健增长；光通信、铜连接板块中头部厂商受益于AI需求 持续兑现；液冷设备/ICT设备收入企稳回暖。展望4Q2025及2026年，全球AI算力侧投资加码有望驱动 光通信板块归母净利润延续高增长；电信运营商板块归母预计保持稳健增长；ICT设备及IDC板块有望 持续受益互联网巨头资本开支增长；铜连接板块有望持续释放产能兑现归母增长；光纤光缆中空芯光 纤、海缆与DCI需求值得关注。3Q2025光模块及光器件板块总营收/归母净利润分别同比增长 51%/123%，主要受益于海外800G光模块需求释放及1.6T产品起量；铜连接板块总营收/归母净利润同比 增长26%/72%，AI相关新产品规模化导入带动毛利提升。液冷设备板块2026年或将成为需求放量关键时 间点，产业链公司有望受益。 （责任编辑：董萍萍 ） 创业板人工智能ETF国泰（159388）跟踪的是创业板人工智能指数（970070），单日涨跌幅达 20%，该指数从创业板市场中选取涉及AI技术开发、应用及服务等领域的上市公司证券作为指 ...

Group 1: Communication Industry Performance - The overall revenue and net profit attributable to the parent company in the communication industry for Q3 2025 grew by 5.2% and 12.3% year-on-year, indicating a steady growth trend [1] - Telecom operators maintained stable growth in net profit attributable to the parent company, while leading manufacturers in the optical communication and copper connection sectors continued to deliver results [1] - Revenue from liquid cooling equipment and ICT equipment showed signs of stabilization and recovery [1] Group 2: Future Outlook - For Q4 2025 and 2026, increased investment in global AI computing power is expected to drive high growth in net profit for the optical communication sector [1] - The telecom operator sector is projected to maintain stable growth in net profit attributable to the parent company [1] - The ICT equipment and IDC sectors are likely to benefit from increased capital expenditures by internet giants [1] Group 3: Segment Performance - In Q3 2025, the total revenue and net profit attributable to the parent company in the optical module and optical device sector grew by 51% and 123% year-on-year, driven by sustained demand for overseas 800G optical modules and the ramp-up of 1.6T products [1] - The copper connection sector saw total revenue and net profit attributable to the parent company increase by 26% and 72% year-on-year [1] - The liquid cooling equipment sector experienced total revenue and net profit growth of 28% and 5% respectively, with 2026 expected to be a key year for demand in the liquid cooling industry [1] Group 4: AI ETF Performance - The Guotai AI ETF (159388) tracks the ChiNext AI Index (970070), which saw a daily fluctuation of 20% [2] - The index selects listed companies involved in AI technology and applications from the ChiNext market, covering various fields such as software and hardware development and intelligent services [2] - The constituent stocks of the index exhibit high growth and innovation characteristics, reflecting the development trend of the AI industry in the ChiNext market [2]

Group 1 - The AI computing sector is experiencing volatility and correction due to tightening overseas liquidity and concerns over a "bubble" in US tech stocks, with significant declines in ETFs such as the 5G Communication ETF and the Huaxia Entrepreneurial AI ETF [1] - Despite short-term fluctuations, the long-term growth trend of the industry remains intact, as indicated by the strong order backlog reported by optical module CPO company NewEase, which anticipates continued production ramp-up for its 1.6T products [1] - According to CITIC Securities, the narrative around AI capital expenditures (CAPEX) in the US is likely to persist in the short term, with projections for 2025/2026 showing a year-on-year increase of 61% and 27% for the top four North American cloud service providers, and a 94% and 159% increase for AI CAPEX [1] Group 2 - The Huaxia Entrepreneurial AI ETF (159381) tracks the Entrepreneurial AI Index and has a significant weight in optical module CPOs, with the top three holdings being Zhongji Xuchuang, NewEase, and Tianfu Communication [2] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and focuses on companies within the Nvidia, Apple, and Huawei supply chains, with major holdings including Zhongji Xuchuang, NewEase, and Lixun Precision [2]

（文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：您好，贵公司1.6t光模块进展如何，后续是否有积极的 预期？ 新易盛（300502.SZ）11月14日在投资者互动平台表示，公司预计1.6T 产品在今年Q4至明年将处于持续 放量的阶段。 ...

证券日报网讯汇绿生态（001267）11月13日在互动平台回答投资者提问时表示，公司的400G/800G产品 已经量产出货，1.6T的产品还在排产准备中，当前情况符合预期。 ...

Core Insights - The company Lixun Precision (002475.SZ) has achieved mass production of its 800G silicon optical modules [1] - The company is currently validating its 1.6T products with customers [1] - Lixun Precision has also begun laying the groundwork for future 5nm products and has conducted early explorations in key technologies such as LRO/LPO [1]

Group 1 - The company has achieved mass production of its 800G silicon optical modules, with 1.6T products currently undergoing customer validation [2] - The company is also exploring key technologies such as LRO/LPO and has initiated plans for future 5nm products [2] - The company aims to leverage the technological advantages of its silicon optical modules over traditional optical modules to enhance market competitiveness [2]

Core Viewpoint - The company has achieved mass production of its 800G silicon optical modules and is currently validating its 1.6T products with customers, while also exploring key technologies for future 5nm products [1] Group 1 - The company announced the mass production of 800G silicon optical modules [1] - The 1.6T products are undergoing customer validation [1] - The company has initiated early exploration of key technologies such as LRO/LPO for future 5nm products [1]