Jinshi data news on February 7th, Guosheng Securities stated that optical exchange is very important for the optical communication industry, and it is also an effective path to achieve the all-optical network, and is expected to lead the next Photon communication era. In the context of a substantial increase in bandwidth and a decrease in Computing Power costs, optical exchange is expected to usher in a good opportunity in the market for AI data interconnection. In the field of trunk optical communication and related manufacturers such as WSS, there may be deeper technical accumulation in optical exchange technology, such as Decolite, Optium Technology, etc. It is recommended to prioritize following the core manufacturers with Depth layout in optical exchange OCS.