Sou Hu Cai Jing·2025-09-04 02:29Group 1 - Communication concept stocks experienced a decline in early trading, with New Yisheng dropping over 14%, Zhongji Xuchuang down over 13%, Tianfu Communication falling over 12%, and Guangxun Technology decreasing over 6% [1] - Multiple communication-related ETFs fell by more than 6% due to market influences [1] Group 2 - Several communication ETFs reported significant declines, with the main communication equipment ETF down 7.33% to 1.997, the main communication ETF down 7.04% to 2.417, and the main 5G communication ETF down 5.89% to 1.823 [2] - Analysts indicated that leading companies in servers and connectors are benefiting from AI demand and increased capital expenditures from domestic and international internet firms, with a positive outlook for the switch sector as it is expected to recover [2] - The acceleration of domestic large model iterations and applications is anticipated, suggesting a focus on sectors such as servers, IDC, switches, and connectors driven by domestic AI development, as well as servers and optical modules driven by overseas AI development [2]