TFC(SZ:300394) Xin Lang Cai Jing·2025-08-19 02:24Group 1 - The core viewpoint of the news highlights the positive performance of the telecom sector, with the China Securities Telecom Theme Index (931235) rising by 0.84% as of August 19, 2025, and several component stocks, such as Tianfu Communication (300394) and Liante Technology (301205), experiencing significant gains of 10.90% and 10.39% respectively [1] - The CPO sector has seen a surge, with Tianfu Communication reaching a historical high and Liante Technology among the top gainers. Tianfu Communication stated that the impact of tariff policies on its sales business is manageable and limited, and the progress of its new CPO-related products is going smoothly [1] - China Galaxy Securities points out that the main driving factors in the telecom industry are based on the optimization of operators' capital expenditure structure and the rapid development of artificial intelligence, emphasizing the importance of AI and computing power [1] Group 2 - As of July 31, 2025, the top ten weighted stocks in the China Securities Telecom Theme Index (931235) include China Unicom (600050), China Mobile (600941), and China Telecom (601728), with these stocks collectively accounting for 78.18% of the index [2]