德国经济部发言人：将通过额外供应采购这些天然气量，以避免干扰其他市场参与者的注气操作。SEFE采取的措施旨在向其他企业发出明确信号，即它们有义务为冬季储备天然气。

美国总统特朗普于周二在白宫发布了与人工智能高管达成一致的文件。

CITIC Securities says thermal management for optical modules is shifting from a supporting component to a performance-determining factor as 800G volumes scale and 1.6T enters its initial volume year, raising per-module power and temperature-precision requirements. Thermal solutions are evolving into a three-tier stack: chip-level precise temperature control (Micro-TEC plus ceramic-substrate heatsink), interface heat conduction (TIM gels and graphene pads), and module-level heat spreading (VC spreaders/cold plates). Per-module thermal content and pricing are rising with speed upgrades, and CPO/NPO architectures that colocate optical engines and switching ASICs increase same-domain cooling demand, supporting simultaneous volume and price growth across the supply chain. Core components such as TECs and ceramic substrates have been dominated by Japanese suppliers; domestic Chinese players are accelerating breakthroughs, leaving substantial onshore substitution potential. CITIC highlights three investment themes: TECs and ceramic substrates; TIMs and graphene thermal materials; and VC spreaders plus liquid-cooling structural parts.