《黑神话悟空》带来接入网流量新预期，同时建议关注AIDC和DCI

Investment Rating - The report maintains an "Outperform" rating for the telecommunications sector [1]. Core Insights - The release of the game "Black Myth: Wukong" has generated significant demand for broadband upgrades and PC replacements, with over 10 million copies sold within three days of launch [1][9]. - The report highlights the increasing demand for high-capacity storage and network capabilities due to the requirements of modern applications such as 3A games and 4K/8K videos [1][9]. - The AIDC (AI Data Center) sector is experiencing rapid growth, with companies like Runze Technology reporting over 10 times revenue growth in their AIDC business [2][10]. - The DCI (Data Center Interconnect) market is also expected to benefit from the AI investment boom, with significant new business orders reported by companies like Lumen [4][11]. Summary by Sections 1. Weekly Viewpoints and Investment Recommendations - The report emphasizes the potential for increased broadband and PC upgrade demand driven by the success of "Black Myth: Wukong" [1][9]. - It suggests that the telecommunications industry is poised for a recovery in traditional traffic business growth, supported by AI computing networks [1][9]. 2. Market Review - The overall market saw a decline during the week of August 19-25, 2024, with the telecommunications index rising by 0.85% while major indices like the Shanghai Composite fell [13][20]. - The report notes that cloud computing and IDC sectors showed positive performance, with cloud computing gaining 1.15% [13]. 3. News Announcements - Runze Technology's AIDC business achieved revenue of 2.05 billion yuan, reflecting a significant growth trajectory [2][10]. - The report mentions that major telecommunications operators are expected to benefit from the increasing penetration of gigabit broadband and 5G networks [1][9]. 4. Suggested Companies to Watch - The report recommends focusing on key players in various segments: - Telecommunications: China Mobile, China Unicom, China Telecom - Cloud Computing: China Mobile, ZTE, Meige Intelligent, Shunwang Technology - AIDC: Runze Technology, Global Data, Aofei Data - DCI: ZTE, Fenghuo Communication, Guangxun Technology, Dekeli [12].