Group 1 - A-share computing hardware stocks are experiencing significant gains, with Dongtianwei hitting the daily limit, Tianfu Communication rising nearly 18%, and Yuanjie Technology increasing over 10% [1] - OpenAI is preparing to launch its latest GPT-5.2 as a response to competition from Google and Anthropic, with an internal release date planned for December 9 [1] - Global AI computing infrastructure is accelerating, with AWS introducing the next-generation AI training chip Trainium 3 and announcing plans for Trainium 4, which will support NVLink Fusion technology for interoperability with NVIDIA GPUs [1] Group 2 - Optical communication companies have made breakthroughs in high-speed products and full-chain capabilities, with Zhongji Xuchuang's 800G optical module gaining recognition from domestic and international data center clients [2] - According to CICC, the demand for optical modules is expected to maintain high growth in 2026, driven by major tech companies deploying self-developed AI ASIC clusters, with demand for 800G and 1.6T modules projected to exceed 40 million and 20 million units, respectively [2] - The industry is entering a period of technological iteration with increasing demand for 800G and 1.6T modules, while AI smartphones and the initiation of 6G research by telecom operators are expected to accelerate computing revenue growth [2] Group 3 - As of December 8, 2025, the Guozheng Communication Index has risen by 4.30%, with the Guangfa Communication ETF increasing by 4.35%, marking three consecutive days of gains [3] - The top ten weighted stocks in the communication ETF account for 67.58%, with Tianfu Communication rising by 17.29% and Zhongji Xuchuang increasing by 5.49% [3] - The Guangfa Communication ETF closely tracks the Guozheng Communication Index, reflecting trends in the prices of communication industry-related listed companies in the Chinese securities market [3]