传媒互联网、通信行业：快手电商618搜索支付订单量同比增长55%，全国一体化算力网络甘肃枢纽节点首批万P算力上线

Investment Rating - The industry investment rating is "Positive" [1][23]. Core Viewpoints - The report highlights a significant growth in Kuaishou e-commerce, with a 55% year-on-year increase in search payment order volume during the 618 shopping festival [3][17]. - The establishment of the first batch of 10P computing power at the Gansu hub of the national integrated computing power network is noted as a key development [3][17]. - The report indicates a mixed performance in the media and communication sectors, with the media index declining by 5.12% and the communication index increasing by 1.28% during the week of June 17-21, 2024 [7][11]. Summary by Sections Industry Overview - The media and communication industry is experiencing varied performance, with the media index down 5.12% and the communication index up 1.28% in the specified week [7][11]. - The overall market performance includes a decline in the Shanghai Composite Index by 1.14% and the ChiNext Index by 1.98% [7][11]. Key Announcements - Kuaishou e-commerce reported a 55% increase in search payment orders during the 618 shopping festival, with a 26% increase in active merchants and a 25% increase in orders from small and medium-sized merchants [17]. - The Gansu hub of the national integrated computing power network successfully launched its first batch of 10P computing power, with plans to expand significantly by the end of the year [17]. - Filin Kosen has achieved mass production of 2.0T/8.0T data center switches, indicating advancements in hardware development capabilities [17]. Stock Performance - Key stocks in the media and communication sector showed varied performance, with stocks like Mango Super Media down by 8.09% and Langchao Information up by 2.67% during the week [11][13]. - The report provides a detailed table of stock performance, including market capitalization and profit forecasts for various companies in the sector [5].