Faifei News Agency, April 29, CITIC Construction Investment report believes that the rapid development of AIGC has also given rise to greater bandwidth demand for the network side. Whether on the training side or the reasoning side, the demand for optical modules is relatively strong. The 800G optical module production window has arrived, superimposing the competition brought by AIGC, the major cloud manufacturers and related technology giants in North America are expected to purchase 800G optical modules in large quantities in 2024. As one of the key components of optical devices, domestic optical chip manufacturers have made great progress in many product segments in recent years, and the domestic substitution has been accelerated and the market space is broad. It is recommended to pay attention to the investment opportunities of optical modules / optical devices.