Guoxin Securities released a research report saying that AI is changing the computing power cluster network architecture. On the one hand, the scale of the single training cluster continues to expand, and the proportional relationship between connectivity requirements and acceleration units is expected to further increase; on the other hand, distributed computing power clusters are expected to promote 10-20 km of DCI interconnection requirements and accelerate the “related decline.” Taken together, Marvell believes that the growth elasticity of demand for optical connectivity is expected to surpass acceleration units, and that the optical connectivity market is expected to maintain a high boom. We continue to recommend optical devices and optical modules, focusing on Zhongji Xuchuang (300308.SZ), Tianfu Communications (300394.SZ), Xinyisheng (300502.SZ), Guangxun Technology (002281.SZ), etc.