[Guojin Securities: Large-scale AI clusters drive CPO acceleration, optimistic about industry chain companies] Guojin Securities' research report states that the development of AI is driving the expansion of training cluster scales, with token consumption on the inference side continuously increasing computational power demands and network requirements. Guojin Securities believes that CPO can effectively help large-scale clusters reduce power consumption, enhance interconnection density, and improve transmission stability at high speeds. Currently, the development of AI has created urgent demand for CPO, while the supply side of CPO is gradually maturing. CPO is expected to experience accelerated penetration, and core supply chain companies in the CPO sector are likely to continue benefiting from this trend. It is recommended to focus on core optical component companies, CPO manufacturing companies, and CPO solution providers. (People's Financial News)