Group 1 - The core viewpoint emphasizes the ongoing growth in computing infrastructure, with Alibaba's quarterly AI capital expenditure reaching 31.5 billion and Google's annual guidance exceeding 90 billion, indicating a "certain incremental" growth in the optical interconnection industry, prompting institutions to maintain a strong call for related investment opportunities [1] - A low-valuation consumer battery leader has been identified, with a price-to-earnings ratio of only 11 times. The production capacity of steel-shell batteries has surged by 300%, Apple's market share has doubled, and the company has entered Samsung's supply chain from scratch. Additionally, cobalt prices have increased by 130%, enhancing profits, and the energy storage business is expected to turn profitable, with institutions projecting a nearly 40% increase [1]