China Galaxy Securities observes that the intensification of policies, such as Digital China, coupled with the proliferation of new AI applications, heralds a reinforcement of the digital economy's new infrastructure. This, in turn, is poised to propel the advancement of computing power networks, thereby elevating expectations for the communications + new infrastructure sector. Furthermore, the resurgence of the optical network industry chain, a cornerstone of ICT, will fuel additional demand growth for optical modules, temperature control systems, and energy-saving solutions. The deployment of 5G in the industrial internet sphere stands as a pivotal focus for future policies and market demands. In terms of stock selection, investors should prioritize targets that harmonize robust growth potential with attractive valuations. Key areas of interest include: ICT-related entities within the new digital economy infrastructure, satellite internet within the applications sector, and communications operators that offer novel avenues for computing power network infrastructure and data elements.