A recent research report from TF Securities underscores the importance of continuously evaluating investment opportunities in the "AI + Overseas Expansion + Satellite" sector over the medium to long term. Key overseas AI segments, including optical modules, optical components, and liquid cooling solutions, have garnered significant attention and merit consistent recommendation. Additionally, domestic computing power domains, encompassing domestic servers, switches, AIDC (Artificial Intelligence, Data Centers), and liquid cooling, also warrant proactive attention. The offshore wind industry in China is experiencing a swift recovery, while the international market presents promising growth prospects. It is crucial to stay abreast of industry shifts and highly recommend leading submarine cable manufacturers. Moreover, the satellite internet industry in China has achieved new milestones, fostering expectations of further industry catalysis and growth momentum.