Xin Lang Cai Jing·2025-08-18 02:28Group 1 - The construction of AI data centers is accelerating the development of optical communication and chip sectors, benefiting leading companies such as Zhongji Xuchuang and Xinyi Sheng due to the growing demand for optical modules [1] - Over 60% of institutional investors plan to increase their holdings in AI-related stocks, with a focus on chip manufacturers and cloud computing giants, as computing power demand is expected to double in three years [1] - As of August 18, the telecom ETF fund (560690.SH) rose by 2.92%, with the associated index, Zhongzheng Telecom (931235.CSI), increasing by 3.21%. Key constituent stocks such as Zhongji Xuchuang, Xinyi Sheng, ZTE, China Unicom, and Yinzhijie saw significant gains [1] Group 2 - Debon Securities noted that StarNet has achieved high-speed launches, and satellite networking is expected to become routine, highlighting companies involved in satellite operations such as China Satellite Communications, China Telecom, and Sanwei Communication [1] - Guoxin Securities mentioned the demand for technological upgrades in cross-border payments against the backdrop of financial globalization, which may indirectly promote the business expansion of communication infrastructure service providers in global scenarios [1]