新易盛的核心产品在目前的市场竞争中处于什么地位？

Core Viewpoint - New Yisheng, as a leading company in the optical communication industry, is positioned at the center of transformation driven by global AI computing power demand, particularly with its core product, optical modules [1] Group 1: Market Position - New Yisheng's optical modules are experiencing significant demand due to the upgrade of data centers to 400G, 800G, and even 1.6T high-speed interconnections [1] - The company has successfully become one of the top holdings in public funds, ranking as the fourth largest by the end of Q3 2025, with a market value exceeding 100 billion yuan [1] Group 2: Competitive Advantages - The competitive barrier for New Yisheng lies in its ability to quickly respond to additional orders from overseas manufacturers [1] - The company is expected to further consolidate its leading market share as the optical communication industry enters the "guaranteed delivery" era in 2026, leveraging its supply chain control [1]