（来源：淘金ETF） 1. 中际旭创（300308）作为全球高速光模块领域的绝对龙头企业，中际旭创深度绑定英伟达、微软、谷 歌等北美头部云厂商，是AI算力爆发周期内最具确定性的核心受益标的。800G与1.6T高速光模块出货 量稳居全球前列，产品结构持续向高端迭代，毛利率与盈利水平稳步抬升。随着英伟达GB300与Rubin 新一代算力平台规模化落地，单机光模块用量大幅提升，直接推动公司订单持续高增。在CPO共封装光 学领域，企业技术储备完善，与产业链上下游协同推进下一代互联方案，长期成长空间进一步打开。北 美四大云厂商资本开支同比增长超60%，叠加英伟达业绩超预期，公司未来两年业绩确定性极高，产能 持续满载，客户结构优质且壁垒深厚，是光模块板块中业绩弹性最强、成长逻辑最清晰的龙头企业。 2. 新易盛（300502） 专注于高速光模块研发、生产与销售的新易盛，是国内少数具备全球竞争力的核心企业，产品覆盖数据 中心、电信传输全场景，在400G、800G高端模块领域出货量位居行业第一梯队。企业海外收入占比 高，深度绑定全球主流云厂商与设备商，订单能见度高且交付能力突出。受益于AI数据中心建设提速 与高速互联需求爆发， ...

Group 1: European Technology Initiatives - The European Commission plans to establish a public-private partnership fund of at least €10 billion (approximately $11.3 billion) to help technology companies scale up, aiming to close the innovation gap with the US and China [4] - The strategy "Choose Europe: From Startups to Scaleups" was launched to address the challenges faced by startups in the EU, including regulatory fragmentation across 27 member states and difficulties in accessing financing, markets, talent, and infrastructure [4] Group 2: AI Developments - DeepSeek has released an open-source version of its R1 model, which reportedly performs comparably to OpenAI's latest o3 model [5] - Telegram has entered a one-year partnership with xAI to integrate Grok into its application, with Telegram receiving $300 million in cash and equity, plus 50% of subscription revenue from xAI [6] - Tencent has launched and open-sourced its voice digital human model, HunyuanVideo-Avatar, aimed at video creators [8] - Amazon Web Services and SAP have initiated a new AI joint innovation program to help partners build generative AI applications [9][10] - Salesforce plans to acquire Informatica for approximately $8 billion to enhance its competitive edge in the AI market [11] - AI infrastructure startup Chalk has completed a $50 million Series A funding round, achieving a valuation of $500 million [12] Group 3: Semiconductor Industry - The US is reportedly set to ban the export of semiconductor design software to China, affecting major companies that dominate the Electronic Design Automation (EDA) market [14][15] - The EU is exploring new paths for chip industry development, aiming to double its global semiconductor production share to at least 20% by 2030 [16][18] - TSMC plans to establish a chip design center in Munich, Germany, to support European customers in designing high-density, high-performance chips [40] Group 4: Energy and Mining - China Petroleum & Chemical Corporation (Sinopec) has established a hydrogen energy industry chain venture capital fund to promote innovation and development in the hydrogen sector [56] - Harmony Gold has agreed to acquire MAC Copper for $1.03 billion to expand its operations in Australia, focusing on a high-grade copper mine [57]