According to the research report of Zheshang Securities, major companies such as Nvidia and Broadcom are increasing their investment in AI Ethernet solutions to meet the growing demand for flexible and low-cost networking, which is expected to drive the demand for 800G single-mode and LPO solutions, providing sustained momentum for the rapid growth of the communication industry. At the same time, AI products on the terminal side are expected to be released in large quantities, promoting terminal innovation, driving demand for supporting accessories such as heat dissipation and wireless modules, and further enhancing cloud computing demand. Recommendations include: 1) AI optical module: Zhongji Innolight, Suzhou TFC Optical Communication, etc.; 2) AI liquid cooling: Shenzhen Envicool Technology, Guangzhou Goaland Energy Conservation Tech, etc.; 3) Terminal accessories: Shenzhen FRD Science & Technology, Fibocom Wireless Inc., etc.
浙商证券：带宽升级为通信行业快速增长提供持续动力
Zheshang Securities: Upgrading bandwidth provides sustained momentum for the rapid growth of the communication industry.
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