通信设备及服务2024年第43周周报：2024 OCP峰会召开，AI硬件催化不断

Investment Rating - The report maintains an "Overweight" rating for the communication equipment and services industry [2][3]. Core Insights - The report highlights the rapid advancement of the industry driven by intensive policy releases related to data elements, with a focus on establishing a national data standard system by the end of 2026 [3]. - The upcoming quarterly reports are expected to provide significant guidance on the annual profitability of specific sectors and companies, with expectations of continued strong growth in the overseas computing supply chain and stable growth in the domestic telecommunications market [3]. - Investment recommendations include focusing on the value of optoelectronic interconnection, considering state-owned enterprises for stable growth and high dividends, and exploring new investment themes in low-altitude economy, satellite communication, and vehicle-mounted communication [3][6]. Summary by Sections 1. Weekly Investment Perspective - The 2024 OCP Summit was held, discussing new AI hardware technologies, which are expected to catalyze advancements in the industry [6]. - Major companies like Nvidia contributed designs to the OCP Summit, indicating a collaborative effort in the development of new technologies [6]. 2. Weekly Market Review 2.1. Communication Sector Performance - The communication sector outperformed the market, with a 5.20% increase compared to a 0.98% rise in the CSI 300 index [7][9]. - The communication equipment and services sub-sectors also showed positive trends, increasing by 5.84% and 3.83% respectively [8]. 2.2. Individual Stock Performance - Notable stock performances included gains of 43.29% for HaiNengDa and 34.12% for DaFu Technology, while ST TianYu saw a decline of 11.04% [10][11]. 3. Upcoming Announcements - Key announcements include quarterly report disclosures from several companies, such as ZTE and Hengtong Optic-Electric, scheduled for the week of October 21-27 [12][13]. 4. Lock-up Expiration Reminders - Several companies in the communication sector have upcoming lock-up expirations, including Hengtong Optic-Electric and Meili Xin, which may impact stock liquidity [14][15]. 5. Major Company Earnings Forecasts and Valuations - The report includes earnings forecasts and valuations for major companies, with several companies rated as "Overweight" based on their projected performance [16].