刚刚，利好来了！算力，重磅消息！

Core Viewpoint - The Ministry of Industry and Information Technology (MIIT) has announced a special action plan to develop a low-latency computing network, aiming for a one-way interconnection delay of less than 1 millisecond between medium and large computing centers in urban areas by 2027, which is expected to enhance the importance of computing power in the AI industry [1][3][4]. Group 1: Policy and Infrastructure Development - The MIIT's notification emphasizes the construction of a high-speed, low-latency computing network, targeting a millisecond-level resource network capability within urban areas [3][4]. - By 2027, the plan aims for a deployment rate of at least 50% for 400Gbps connections between medium and large computing centers, with a similar target for all-optical cross-connects at key urban sites [3][4]. - The initiative includes the development of innovative network technologies and protocols to enhance the operational efficiency of computing networks [4]. Group 2: Industry Opportunities and Trends - Multiple brokerages express optimism about long-term investment opportunities in the computing power sector, particularly in light of recent favorable policies [6][7]. - The MIIT and other departments have outlined plans to strengthen new information infrastructure and promote the integration of computing power with various industries, including manufacturing and finance [7]. - The domestic AI computing ecosystem is evolving, with significant orders for servers from major banks and telecom companies, indicating a strong market for domestic computing power suppliers [8]. Group 3: Market Dynamics and Projections - Analysts predict a rise in domestic computing power driven by increased capital expenditure from large enterprises and a growing consensus on the need for localization [9]. - The light communication sector is expected to see substantial growth, with a projected 167% year-on-year increase in net profit for the third quarter [10]. - The demand for optical modules, particularly 800G, is anticipated to continue its rapid growth, benefiting leading manufacturers in the sector [10].