午后Slay两市！卫星产业ETF(159218)涨1.66%引领ETF涨幅榜

Group 1 - The satellite sector showed strong performance in the afternoon of December 16, with the first satellite industry ETF (159218) rising by 1.66% after previously dropping by 2.52, aiming for a historical high with trading volume exceeding 170 million [1] - The communication index significantly outperformed the market, with a projected "overweight" recommendation for 2026. As of November 27, 2025, the communication sector (Shenwan) had an annual increase of 64.67%, ranking second among 31 sub-sectors in Shenwan industry classification [2] - The main driving factor for the communication sector's growth is the commercialization of overseas AI companies, which has notably boosted the performance of optical module-weighted stocks [2] Group 2 - The communication industry has a PE-TTM (excluding negative values) of 24.6x, ranking 16th across all industries, indicating it remains undervalued within the TMT sector [2] - Future growth in the communication sector is anticipated as 1.6T shipments accelerate, along with the performance release of IDC, liquid cooling, and IoT modules, potentially leading to a scenario where "the more it rises, the lower the valuation" by 2026 [2] - The industry continues to be optimistic about the "overweight" opportunities presented by AI computing infrastructure and satellite internet in the communication sector [2]