Group 1 - The core viewpoint of the articles highlights the significant growth potential in the optical module sector, driven by increasing demand for AI and computing power, as evidenced by the surge in stock prices of leading companies in this space [1][2][3] - The optical module market is projected to reach $12.73 billion and $19.37 billion in 2025 and 2026, respectively, reflecting year-on-year growth rates of 60% and 52% [2] - Major companies like Nvidia are experiencing record-high revenues, indicating a robust demand for data center solutions, which is expected to benefit domestic server manufacturers [1][2] Group 2 - The AI infrastructure-focused ETF, Huabao (159363), is noted for its strategic allocation, with over 60% of its portfolio in computing infrastructure and more than 30% in AI applications, effectively capturing the AI market trends [3] - Analysts from various firms, including Goldman Sachs and Changjiang Securities, emphasize the importance of the optical module sector as a core investment area, predicting a "Davis Double" moment for the AI industry, which will enhance PE valuations [2] - The communication sector is seeing significant accumulation by public funds, with optical modules being a key focus for investment, suggesting a favorable outlook for this segment [2]