The "new king" of AI ascends the throne, and the A-share Google chain takes off collectively!

Google's AI large model upgrade triggers a surge in the A-share optical communication sector. AFR hits the daily limit, and OPTOWIDE rises over 15%. The Gemini 3 model released by Google is trained on TPU chips, outperforming ChatGPT, driving Google's stock price to a new high. Google introduces optical switching technology in TPU interconnects, which is expected to benefit the domestic optical communication industry chain

AFR released its performance for the first three quarters, with a net profit attributable to the parent company of 115 million yuan, an increase of 106.61%

AFR released its third-quarter report for 2025, with operating revenue for the first three quarters reaching 998 million yuan, a year-on-year increase of 35.11%; net profit attributable to the parent company was 115 million yuan, a year-on-year increase of 106.61%; net profit excluding non-recurring gains and losses was 84.7399 million yuan, a year-on-year increase of 89.72%; basic earnings per share were 0.4628 yuan

The concept of optical modules fluctuated downward, with RJWL falling over 10%. HUA TIAN, YUELING, Zhongfu Circuit, AFR, and LUXSHARE-ICT also declined

AFR issued a profit warning, expecting the net profit attributable to the parent company for the first three quarters to be between 110 million and 121 million yuan, an increase of 97% to 117%

AFR expects the net profit attributable to shareholders for the first three quarters of 2025 to be between 110 million and 121 million yuan, a year-on-year increase of 97% to 117%. The net profit after deducting non-recurring gains and losses is expected to be between 80.27 million and 89.20 million yuan, a year-on-year increase of 80% to 100%. The company is actively developing new customers through technological innovation and the launch of new products, resulting in steady growth in operating revenue and a significant increase in net profit, mainly due to revenue growth and cost control

Computing hardware stocks continued to weaken in the afternoon, with multiple stocks including Eoptolink falling over 5%

In the afternoon, computing hardware stocks continued to weaken, with the CPO direction leading the decline. HGTECH, Feiling Technology, Eoptolink, and AFR all fell over 5%, while Tianfu Communication, Changfei Fiber, Shengyi Electronics, and Zhongji Xuchuang had significant declines