中信证券：ASIC投入加码 AI网络建设再提速

Core Insights - The report from CITIC Securities indicates a resurgence in AI network construction driven by the convergence of AI inference and training demands, along with the maturity of ASIC chips [1] - A virtuous cycle has formed from AI investment to AI revenue and back to AI investment, leading to a clearer trend of upgrading interconnection components such as optical modules and copper cables, resulting in high prosperity in the sector [1] - It is recommended to focus on leading companies in the optical module supply chain and copper cable/AEC (Active Electric Cable) sectors [1]