中际旭创：在scale-up的光连接场景中，可选方案包括可插拔光模块、NPO和CPO等

Core Viewpoint - Zhongji Xuchuang (300308) indicated that in the scale-up optical connection scenarios, options include pluggable optical modules, NPO, and CPO, with customers evaluating multiple technical paths to select solutions that are reliable, mature, have a more open supply chain ecosystem, and possess large-scale delivery capabilities [1] Group 1 - The company is exploring various technical solutions for optical connections, including pluggable optical modules, NPO, and CPO [1] - Customers are conducting evaluations among different technology paths to determine the best fit for their needs [1] - The focus is on selecting solutions that demonstrate strong reliability, mature technology, and an open supply chain ecosystem [1]