CITIC Securities: The wave of AI network construction is starting again, focus on high-speed optical module and other sectors.

CITIC Securities research report stated that with the resonance of AI reasoning and training demand and the maturity of ASIC chips, a new wave of AI network construction is starting again. In the future, computing power and network equipment will continue to be prosperous, and the volume and upgrading trend of interconnecting components such as optical modules and copper cables will become clearer. It is recommended to focus on leading manufacturers in the direction of high-speed optical modules, optical devices, optical chips, AEC/copper cables, etc.