A recent research report by Huatai Securities reveals that by the second quarter of 2025, the surge in global investment in AI computing power will propel the sustained growth of the optical communication sector's performance. It is advisable to keep a close eye on the burgeoning prosperity within this segment. Concurrently, the telecom operators sector is witnessing steady performance growth, with capital expenditures increasingly directed towards intelligent computing. The broader IoT sector is anticipated to continue its recovery trajectory, while the ICT equipment and IDC sectors are poised to reap benefits from the escalating capital expenditures by internet giants. Furthermore, the copper connectivity sector is expected to unleash its capacity, fueling performance expansion. Additionally, the demand for submarine cables and DCI in the optical fiber and cable industry merits close attention.