Core Viewpoint - The report from CITIC Securities indicates that the wave of AI network construction is restarting due to the synergy of AI inference and training demands, along with the maturity of ASIC chips [1] Group 1: AI Network Construction - The demand for computing power and network devices is expected to remain strong in the future [1] - The trend of increasing volume and upgrading of interconnection components such as optical modules and copper cables will become more apparent [1] Group 2: Investment Recommendations - It is suggested to focus on leading companies in the fields of high-speed optical modules, optical devices, optical chips, and Active Electric Cables (AEC) / copper cables [1]