TFC(SZ:300394) Xin Lang Cai Jing·2025-12-08 03:31Group 1 - The core viewpoint of the articles highlights a significant rise in the A-share market, particularly in the communication sector, driven by advancements in AI technology and the upcoming release of OpenAI's GPT-5.2 [1] - The National Communication Index surged by 4.30%, with notable increases in constituent stocks such as Tianfu Communication (up 17.29%), Guangku Technology (up 14.91%), and Zhishang Technology (up 13.21%) [1] - According to CICC's forecast, the demand for optical modules is expected to maintain high growth in 2026, with anticipated demand for 800G/1.6T reaching over 40 million and 20 million units, respectively [1] Group 2 - The Communication ETF (159695) closely tracks the National Communication Index, providing a convenient way for investors to access the optical communication industry [2] - Investors can also consider the Communication ETF linked fund (019072) to capitalize on investment opportunities arising from the AI transformation in the optical communication sector [2]