Sou Hu Cai Jing·2025-10-20 03:36Group 1 - The communication ETF has seen a turnover of 6.83% with a transaction volume of 17.29 million yuan, and its net value has increased by 76.97% over the past two years, ranking 80 out of 2353 index equity funds, placing it in the top 3.40% [3] - The highest monthly return since the establishment of the communication ETF is 33.97%, with the longest consecutive monthly gains being 5 months and a maximum increase of 76.35%, while the average return during rising months is 7.57% [3] - Galaxy Securities indicates strong demand and sustained prosperity in the AI-driven computing power industry, despite potential short-term market fluctuations and adjustments, maintaining a positive outlook for the AI computing sector from a medium to long-term perspective [3] Group 2 - According to Zheshang Securities, the communication industry is expected to see a 2.8% year-on-year revenue growth and a 7.8% increase in net profit attributable to the parent company in the first half of 2025, with steady performance improvements anticipated [3] - The report predicts continued high growth in sectors such as optical modules and liquid cooling in Q3 2025, with an ongoing improvement in the main business of operators and an increase in the proportion of innovative businesses [3] - The satellite internet industry is gradually establishing trends and is expected to see significant growth, with a positive outlook for opportunities in the communication sector in Q4 2025 [3] Group 3 - As of September 30, 2025, the top ten weighted stocks in the Guozheng Communication Index include Zhongji Xuchuang, Xinyi Sheng, ZTE Corporation, China Telecom, China Mobile, China Unicom, Tianfu Communication, Zhongtian Technology, Transsion Holdings, and Hengtong Optic-Electric, collectively accounting for 66.02% of the index [4] - The performance of individual stocks shows varied changes, with Zhongji Xuchuang increasing by 8.68% and Tianfu Communication rising by 9.80%, while China Telecom and China Mobile experienced slight declines [6] - Investors can access AI-driven optical communication investment opportunities through the communication ETF linked fund (019072) [6]