国泰海通·洞察价值｜通信余伟民团队

Core Insights - The article emphasizes a strong optimism towards the AI era, particularly focusing on opportunities in optical communication and computing power [3][6]. Industry Trends - The report highlights the acceleration of network innovation driven by AI, suggesting a transformative impact on the optical communication sector [6]. - It indicates a proactive approach in tracking industry development trends to uncover investment opportunities within the communication sector [3]. Research Framework - The article mentions the launch of a training video on the 2025 research framework by Guotai Junan Securities, aimed at sharing insights and fostering future collaboration [5].