• I. Primary Investment Areas

    1 Artificial Intelligence (AI) and Computing Power Upgrades

    • The rapid development of AI technology is driving demand for computing infrastructure, particularly optical modules, switches, and servers.
    • Guoxin Securities indicates that AI computing power upgrades will stimulate the application of high-speed optical modules and Co-packaged Optics (CPO), with the global optical module market expected to surpass $15 billion by 2027 [0†source][1†source].

    Satellite Internet and Low Earth Orbit (LEO) Satellites

    • Satellite internet is considered a crucial supplement to future communications, especially for network coverage in remote areas. China plans to launch 648 satellites by the end of 2025 to promote the commercialization of services [1†source][3†source].

    Internet of Things (IoT)

    • IoT technology is driving transformations in smart homes, smart agriculture, and the Industrial Internet. The global IoT market size is expected to exceed $1 trillion by 2025, with a compound annual growth rate exceeding 15% [16†source][22†source].

    Optical Communications and Optical Modules

    • Optical modules, as the core of AI computing infrastructure, benefit from the construction of data centers and the demand for AI model training… IoT Growth
    • Global IoT connections are expected to increase by 121% by 2025 compared to 2021, with smart homes and smart agriculture becoming the main drivers [22†source][23†source].

  • II. Technological Trends

    AI-Driven Computing Infrastructure

    1. The development of large AI models requires significant computing resources, accelerating the adoption of high-speed optical interconnects and CPO technology.

    Satellite Internet’s Technological Advancements

    • satellite technology, including the deployment of LEO satellites, are enhancing global communication capabilities.

    IoT Standardization and Integration


    1. The integration of 5G, edge computing, and IoT platforms is enabling more efficient and scalable IoT solutions.

    Optical Communications and Optical Modules

    • Optical modules, as the core of AI computing infrastructure, benefit from the construction of data centers and the demand for AI model training… IoT Growth
    • Global IoT connections are expected to increase by 121% by 2025 compared to 2021, with smart homes and smart agriculture becoming the main drivers [22†source][23†source].

  • The global AI sector saw a total investment of 599.52 billion yuan, a year-on-year increase of 113%, demonstrating a high level of capital interest in AI.


  • With the surge in popularity of domestic large AI models, sectors like wealth management and investment are undergoing transformation. AI-powered financial products and risk management tools are emerging as new investment directions.


    The commercial prospects for humanoid robots are heating up, leading to active performance of related sectors in the capital market. This represents the further integration of AI with hardware.

    Experts point out that future investment opportunities will expand to the midstream (data infrastructure) and downstream (application software) of the AI industry chain, where technological innovation and market demand growth are significant.

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