The development of large models and generative AI has brought a large amount of computing power demand. The growth rate of demand for optical modules is entering an upward channel, and optical module concept stocks are receiving further market attention. In the morning, the reporter called a number of listed companies as investors to learn about the optical module business situation. Staff at Tefa Information Securities Department responded that currently the company's optoelectronics manufacturing revenue accounts for about 40% of the company's total revenue, and its customers are mainly domestic communication equipment companies. Staff at the Cambridge Technology Securities Department said that the company's optical module business accounts for about 12% of total revenue, and its customers mainly target overseas markets. Huagong Technology Securities Department staff replied that the company's optical module business did not account for a high share of revenue. The company's overall revenue for the first three quarters was around 7 billion yuan, of which the optical module revenue from the connectivity business was 1,809 billion yuan. The optical module customers were mainly domestic customers, and the company is also stepping up overseas market expansion. (First Finance)