According to a research report released by Guolian Securities, Nvidia (NVDA.US)'s performance continued to rise and exceed expectations. In particular, the rapid growth in the data center business showed strong demand for computing power. The domestic optical communications industry is expected to fully benefit from the strong demand for computing power in North America and achieve long-term growth in performance. Furthermore, as the cooling technology of Blackwell products is fully converted from air cooling to liquid cooling, companies involved in liquid cooling data centers are expected to benefit greatly. Recommended attention: 1) Optical modules: Zhongji Xuchuang (300308.SZ), Xinyisheng (300502.SZ), Tianfu Communications (300394.SZ); 2) Liquid-cooled data center related companies.