Di Yi Cai Jing·2025-11-04 23:49Core Insights - The report from CITIC Securities indicates that by Q3 2025, the communication sector will see an increase in both revenue and net profit growth rates on a year-on-year and quarter-on-quarter basis [1] - The AI computing power sector is highlighted as performing exceptionally well, with public funds and northbound capital's holdings in the communication industry reaching historical highs of 6.87% and 2.82% respectively [1] - The current Shenyin Wanguo communication PE-TTM stands at 43.41, which is at the 96.53 percentile for the past five years and 67.26 percentile for the past ten years [1] Sector Analysis - Despite some adjustments following the Q3 report, the AI computing power sector continues to be recommended, particularly focusing on core companies within the North American and domestic computing power supply chains [1] - Attention is also advised for the AI application sector, especially regarding advancements in edge AI, as well as the submarine cable and optical fiber cable sectors, which have seen limited growth but may improve in the future [1] - The military communication sector and the quantum technology sector, which is being heavily invested in by domestic and international giants, are also suggested for further observation [1]