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AI 新变化:光纤光缆或涨价、谷歌液冷和光模块需求或提升、国内AI 招标或提速——行业周报云原生/开源/开源软件人工智能/ChatGPT/AIGC/生成式AI光电/光学/光通信全球科技公司券商证券开源证券2025-12-2113 页