Group 1 - The optical communication sector is experiencing strong growth, with notable stock price increases for companies such as Changfei Fiber Optics (up 16.3%), Hong Teng Precision (up 9.89%), Huiju Technology (up 7.95%), and Cambridge Technology (up 6.47%) [1] - Major tech companies including Meta, Amazon, Google, and Microsoft are projected to have a total capital expenditure of $660 billion this year, indicating robust investment in AI infrastructure [1] - Nvidia's CEO Jensen Huang stated that the surge in capital expenditure for AI infrastructure in the tech industry is reasonable, appropriate, and sustainable, with demand expected to remain strong in the coming years [1] Group 2 - CITIC Securities reports that by 2026, AI computing power demand will be strong, and North American CSP capital expenditure remains optimistic, particularly for the optical module industry chain [2] - The optical fiber and cable industry has transitioned from recovery to a phase of simultaneous volume and price growth, with continued recommendations for investment [2] - Industry leaders are expected to maintain their technological advantages and lead the direction of industry upgrades due to rapid technological advancements [2]