【Telegram Review】Weak market trends fully showcase the "value" nature! Watch the popular column's rapid response + in-depth decoding, quickly capturing the potential dark horse in "light storage + computing hardware"

[Summary Interpretation]

① The AI narrative mainline remains unaffected by geopolitical conflicts! By combining “technological breakthrough clues” to seize the opportunities in the “deep pit” of optical interconnection, the industry chain’s major stocks have rebounded significantly; ② Continuing to break through barriers! OpenClaw may drive sustained growth in AI cloud computing demand, and as a “seller of shovels,” it could experience a triple valuation reset; ③ Computing and power collaboration anchored in new infrastructure + geopolitical disturbances add further demand drivers! The optical storage sector resonates with multiple logical factors, and these high-quality targets frequently show strong market performance.

[Telegram Analysis]

This week, A-shares generally showed oscillation and adjustment, with increasing structural differentiation. The thematic market fully aligns with a risk-averse, low-risk appetite market tone, lacking a core mainline throughout the week. Most exhibit “news-driven → pulse surge → quick retreat” one-day trading features, with green energy and computing-power synergy concepts being relatively more sustainable directions.

In a market environment of rapid sector switching and fragmented information, ordinary investors are prone to falling into the dilemma of “buying high and getting trapped, missing out and falling behind.” The Telegram Analysis, with its rapid response and in-depth decoding advantages, has become an efficient investment research tool to navigate volatile markets, with comprehensive information value.

[1] The AI narrative mainline remains unaffected by geopolitical conflicts! Combining “technological breakthrough clues” to seize the opportunities in the “deep pit” of optical interconnection, the industry chain’s major stocks have rebounded significantly

Amid the heated AI computing power race, every core technology implementation hints at industry upheaval. On March 12, the highly anticipated AWE2026 officially opened in Shanghai, bringing major domestic computing power news:

Shanghai Electric Power (Group) Co., Ltd., together with Xizhi Technology, Biren Technology, and ZTE Corporation, officially announced the commercial deployment of LightSphere128, a 128-card supernode for optical interconnection. It is reported that, as China’s first optical interconnection GPU supernode solution with optical exchange, this achievement centers on Xizhi Technology’s globally pioneering silicon photonic OCS optical exchange chip, equipped with Biren Technology’s self-developed high-performance general-purpose GPU liquid cooling module Bilei 166L, and integrated with ZTE’s high-performance AI servers and self-developed software platform. Currently, the LightSphere128 supernode has been deployed with thousands of cards.

In response to this significant industry development, Telegram Analysis once again demonstrates top-tier industry sensitivity and judgment. Immediately after the announcement at the expo, the channel locked onto this key clue, quickly followed up, and published coverage on the core track of “optical interconnection”:

Preferred Technology for Data Center Computing Power Demand

Driven by AI large models, global computing power demand is exploding. Copper cabling interconnection faces bottlenecks in bandwidth density, while optical interconnection, using photons as carriers, offers huge advantages in bandwidth and distance. Its application is expanding from traditional telecom networks to data centers and other fields. As server port speeds increase, optical interconnection is replacing copper cables as the preferred solution for data centers and supernodes, with technologies like LPO and CPO introducing new challenges and ideas.

Distributed Optical Switching: Key to Revitalizing Existing Data Centers

China Mobile Cloud Capability Center reports that LightSphereX is China’s first optical interconnection GPU supernode solution based on distributed optical switching chips. It replaces traditional switch layers, enabling a single GPU to have switching capabilities and communicate at high speed with any other GPU. The supernode scale is not limited by physical structure and deployment is flexible. When faults occur, topology can be quickly reconfigured, improving system performance and GPU utilization. Additionally, this solution can deploy large-scale optical interconnection supernodes without changing power supply conditions, revitalizing existing data centers and supporting various computing hardware with broad application scenarios.

[2] Continuing to break barriers! OpenClaw may drive sustained growth in AI cloud computing demand, and as a “seller of shovels,” it could experience a triple valuation reset

Recently, the “lobster” that has flooded the tech scene is the nickname for the open-source AIAgent framework OpenClaw, named after its red lobster icon. It was launched by overseas developers, emphasizing local priority, autonomous execution, and full-scene automation. Since its release, GitHub stars have surged, quickly breaking out of the geek circle to become a phenomenon-level AI agent project.

To seize the ecosystem entry point, Tencent has taken the lead in promoting free nationwide installation and offline deployment support, while Baidu Smart Cloud and others have launched compatible solutions. “Raising lobsters” has become a new AI landing trend.

Telegram Analysis immediately tracks the full chain of OpenClaw’s developments, capturing three key signals early in the industry hype: Tencent’s deployment, manufacturer follow-up, and technical volume increase. On March 15, it published a systematic review: from the “lobster” technology essence and breakout logic to the surge in token consumption and explosive demand for computing power, fully dissecting the core logic from phenomenon to investment mainline, and pre-emptively pointing out the computing power increment opportunities brought by AIAgent:

OpenClaw’s execution core shifts AI computing power consumption from “chatbot-style dialogue requests” to “all-day continuous operation.” Compared to single-turn conversations, agent tasks involve higher token usage, online searches, long-term memory, state storage, and persistent connections, significantly increasing cloud consumption per user. Luyu Wei of Guolian Minsheng Securities believes that in the confirmed “gold rush” of agents, cloud vendors as “shovel sellers” are expected to experience a triple valuation reset.

High certainty: OpenClaw breaks down the boundary between personal PCs and cloud servers, transforming low-end servers into “cloud workstations” for agents. This can boost demand for cloud edge computing nodes, clear inventory of lightweight application servers, and increase recurring rental income. On hardware, shipments of domestic AI computing bases are expected to see substantial support. High elasticity: when executing complex end-to-end tasks, agents require frequent information retrieval, logical reasoning, and multi-step planning, with token consumption per task being dozens or hundreds of times higher than traditional Q&A. API billing revenue is expected to grow exponentially. Long-term barriers: premium AI platforms and full-chain tools. Enterprise-level OpenClaw deployment overcomes three major hurdles: deep enterprise knowledge integration, secure sandbox permissions, and API integration with business systems. Cloud vendors can differentiate profit margins by providing high-margin customized AI work platforms, enterprise security networks, and persistent storage.

This article mentions Copper Bull Information, which saw a 20% limit-up on March 19, with the highest increase reaching 43.26%.

[3] Computing-power synergy anchored in new infrastructure + geopolitical disturbances add further demand drivers! Multiple logical resonances in the optical storage sector, with high-quality targets frequently showing strong market trends

The explosive growth in AI computing power demand has become a core engine driving electricity demand. Rapid construction of AI data centers will significantly increase power consumption. The 2026 government work report first proposed “computing-power and electricity collaboration,” elevating the coordinated development of electricity and computing power to a national strategy, solidifying electricity as the core infrastructure for AI, and prompting a valuation reset in the sector.

Meanwhile, the Israel-Hamas situation and uncertainties in the Strait of Hormuz have increased fossil fuel costs. European natural gas prices surged, further reinforcing the logic of safe and inexpensive power supply from optical storage.

Telegram Analysis has long proactively laid out this high-growth mainline, continuously deep covering the entire optical storage industry chain. It closely monitors institutional fund movements, digs into industry leaders’ fundamentals, and accurately interprets the industry upheavals caused by geopolitical fluctuations, providing investors with clear insights:

① On March 12 at 19:11, immediately after market close, it captured a key signal of increased institutional participation, precisely locking onto the core funds of Zhengtai Power, which net bought 44.42 million yuan. Instead of simple news transfer, it deeply analyzed the fund entry logic:

Optical inverter market advantages are evident

Zhengtai Power has ranked first in shipments of three-phase string inverters in North America for many years, with a leading market share in South Korea for four consecutive years. It focuses on core products for North American commercial and industrial inverters, with a 42% market share in three-phase string machines, showing strong advantages.

Diverse product offerings to meet various needs

The company’s photovoltaic inverters come in multiple specifications suitable for residential, commercial, and ground power stations. It has launched integrated AC/DC machines for large-scale ground storage, with high integration, factory pre-installation and pre-adjustment, ready-to-connect on-site, shortening delivery cycles.

Broad market expansion and layout

Domestically, it consolidates leadership through high-level channels and professional solutions; internationally, it promotes a “global regional localization” strategy, strengthening in Europe and expanding multi-region markets. It also develops multiple products for data centers, securing several landmark projects and achieving breakthroughs in U.S. flagship projects.

Zhengtai Power surged to the daily limit on March 20.

② On March 13 at 11:32, industry data was released, quickly tracking the “February China’s power and energy storage batteries total 141.6 GWh, up 41.3% year-over-year” high-growth clue. Combining with the high-growth logic of the industry, it revisited leading stock Shangneng Electric, deeply exploring the connection between fundamentals and sector growth:

Bright prospects for energy storage industry

Energy storage is crucial for building a clean energy system. In 2024, new energy storage projects globally and in China will see significant growth. Dongwu Securities expects global energy storage installations to continue high growth in the coming years, with large industry development space.

Outstanding advantages of photovoltaic inverters

Shangneng Electric ranks fourth globally in photovoltaic inverter shipments, with a complete technical route, wide power range, and multi-scenario applicability. It positions itself as a high-end brand with diverse customers, with products shipped to multiple countries and extensive project experience.

Impressive results in energy storage converters

The company is a leading domestic supplier of energy storage converters, ranked in the top two for shipments for four consecutive years. Its energy storage products are abundant, widely applied, with high gross margins overseas, and in Q3 2025, energy storage PCS shipments and revenue grew month-over-month.

Achievements in power quality management

In the field of power quality management, it offers full-scenario solutions, with products widely used across industries, accumulating multiple benchmark cases such as data centers, and providing key support for the BEST project.

Zhengneng Electric surged to the daily limit on March 20.

③ On March 19 at 16:46, focusing on the sudden geopolitical developments of rising European natural gas and electricity prices, it quickly analyzed the transmission effect of energy price fluctuations on optical storage demand:

European natural gas supply is constrained

Qatar, as a major LNG exporter accounting for about 20% of global exports by 2025, relies heavily on the Strait of Hormuz with no alternative land pipelines. This poses potential risks to Europe’s natural gas supply stability.

Rising natural gas prices push up electricity prices

European natural gas prices significantly impact electricity prices; sharp increases in gas prices drive wholesale electricity prices upward. Supply issues also lead to resource competition across regions, further boosting prices, with European energy costs facing upward pressure.

Explosion potential for optical storage demand

Guotai Haitong Securities believes that rising European natural gas and electricity prices could trigger a demand surge for optical storage. Photovoltaic and energy storage systems for self-consumption have clear advantages, with distributed PV combined with storage flexibly meeting user power needs. If conflicts persist, continued increases in gas and electricity prices will benefit household optical storage first, with close attention to subsequent trends.

This article mentions Huabao New Energy and Jinneng Technology, which both surged strongly on March 20, with gains of 13.48% and 15.04%, respectively.

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