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清明节假期国内出游1.35亿人次

AI光模块市场年增57%！260亿美元机遇爆发！含光量超45%的创业板人工智能ETF华宝159363上探逾2%冲击前高！_蜘蛛资讯网

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　　S&P Global 发布3月份德国综合产出指数。　　指数从2月份的53.2下降至51.9；上年同月51.3。责任编辑：何云

链注入长期增长动力。全球科技巨头持续加大资本支出，3Q25微软、谷歌、Meta、亚马逊资本支出同比分别增长53%、83%、133%和55%，彰显了AI基础设施建设的强劲势头。光模块设备市场规模快速扩张，全球光模块封测设备市场年复合增长率达71.8%，800G光模块设备市场呈现爆发式增长，国产设备企业迎来重大发展机遇。　　一键布局光模块CPO+AI应用机会，建议重点关注同类规模、流动性第一的创业板人

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