中国 China's '15th Five-Year Plan' has revealed the investment tracks and opportunities! The country is building a 'National Integrated Computing Power Network.' This isn’t just tech news— it’s the roadmap for the next major themes in the A-share market. What does it take to implement a computing power network? Optical modules: the 'blood vessels' of the computing power network, Servers: the 'body' of computing power, Liquid cooling: the 'air conditioning' for high-density computing power, Power equipment: the 'heart' of the computing power network, Data centers: the 'containers' of computing power. These are the areas where the real money will be spent during the '15th Five-Year Plan.' By the end of 2025, 145 backbone optical cables will have been built nationwide, with eight major computing power hubs interconnected. The latency from provinces to hubs will be reduced to under 20 milliseconds. The scale of intelligent computing power will reach 2,185 EFLOPS, with over 80% concentrated in the eight major hub nodes. Computing power is becoming a fundamental resource, just like water and electricity. And the 'National Blockchain Network'? That’s a consortium blockchain—it has nothing to do with cryptocurrencies. Don’t get misled by the term 'blockchain.' What the country wants is computing power, not cryptocurrencies.