算力资产联动，何处是估值洼地？

Summary of Conference Call Notes Industry Focus - The discussion centers around the A-share market, specifically the optical module sector, which has garnered significant attention in recent months [1]. Core Insights and Arguments - Despite a generally weak market performance from January to April of this year, the optical module sector has consistently stood out as a growth opportunity [1]. Additional Important Content - The emphasis on the optical module sector indicates a potential for investment and growth, suggesting that stakeholders should closely monitor developments within this niche [1].