On December 1st, a research report from CITIC Securities highlighted that the swift advancement of large-scale AI models and their applications hinges on unwavering investment in computing power infrastructure. Within this landscape, high-performance, high-bandwidth, and low-latency networks stand as pivotal elements in boosting the efficiency of computing clusters. Propelled by the twin forces of a rising adoption rate of Scale up networks and an escalating value proposition of Scale out networks, optical interconnect technology is poised to seize unprecedented growth prospects. Presently, AI networks impose increasingly stringent demands on manufacturers' prowess in R&D, production capacity, material supply, and the deployment of novel technologies, with the leading manufacturers' advantages becoming ever more pronounced. CITIC Securities expresses optimism regarding the growth prospects of China's premier optical communication firms.