通信行业周报：“理科竞赛”大模型带来算力倍数增长，6G网络产业化正式开启

Investment Rating - The communication industry maintains an "Overweight" rating [10] Core Insights - OpenAI's release of the "Science Competition" model has led to a significant increase in computing power, with the model achieving high rankings in competitive programming and surpassing human-level accuracy in various scientific benchmarks [5][18] - The 3GPP has initiated the standardization work for 6G networks, marking the official start of 6G industrialization, with significant global support and participation from over 90 companies [6][20] Summary by Sections Market Performance - In the past week (September 9-15, 2024), the Shanghai Composite Index and Shenzhen Component Index decreased by -2.23% and -1.81%, respectively, while the CITIC Communication Index increased by 2.16%, ranking first among 30 primary industries [4][13] - The top five performing stocks in the communication sector included Dafu Technology (+37.31%), Dingxin Communication (+21.45%), and Zhongji Xuchuang (+16.62) [4][15] Industry Core Insights - OpenAI's advancements in AI models have led to a substantial increase in computational demands, with the "o1" model demonstrating exceptional reasoning capabilities [5][18] - The 1.6T optical module industry standard has been established, indicating a mature industrial ecosystem, with major support from companies like Meituan, China Telecom, and Huawei [5][18] - The 3GPP's first 6G standard project has received broad industry attention, with a significant increase in participation compared to previous generations [6][20] Industry News - Apple supplier Jabil Technology is investing approximately $238.2 million to establish a manufacturing facility in India [8][21] - Microsoft is collaborating with Atom Computing to develop the world's most powerful quantum computer, exceeding 1200 physical qubits [9][22] Investment Recommendations - Suggested companies to watch include those in computing power leasing (e.g., Runze Technology, Lianang Technology) and optical modules (e.g., Zhongji Xuchuang, Xinyi Sheng) [5][19]