通信行业周报：端侧AI加速落地，车路云一体化持续提速，持续看好相关产业投资机会

Investment Rating - The report maintains a "Strong Buy" rating for the communication industry, indicating a positive outlook for investment opportunities in related sectors [2]. Core Insights - The report highlights the acceleration of edge AI deployment and the integration of vehicle-road-cloud systems, suggesting a sustained optimism for investment opportunities in these areas [2][5]. - The launch of Apple's new MacBook Pro with M4 series chips marks a significant advancement in AI PC technology, enhancing performance and capabilities [3][17]. - The report emphasizes the rapid development of the AI PC market, with expected shipments reaching 44 million units in 2024 and 103 million units in 2025, driven by hardware and software upgrades [4][18]. - The vehicle-road-cloud integration is gaining momentum, with significant investments and projects underway to support smart connected vehicles and autonomous driving technologies [5][19]. Summary by Sections Industry Overview - The communication sector index fell by 3.28% in the week of October 28 to November 1, 2024, underperforming the broader market [12]. - The report notes a decline in the communication industry compared to the Shanghai and Shenzhen 300 index, which decreased by 1.68% [12]. Key Strategies - The introduction of Apple's AI PC and the M4 Max chip is expected to enhance the performance of AI workloads significantly, with improvements in data transfer rates and processing capabilities [3][17]. - The report discusses the ongoing development of smart connected vehicles, highlighting the importance of advanced driving technologies and infrastructure [5][19]. Market Dynamics - The AI PC market is projected to grow substantially, with a forecast of 880 million units shipped in Q2 2024, representing 14% of total PC shipments [4][18]. - The report outlines the current state of vehicle-road-cloud integration, noting the establishment of numerous testing zones and pilot cities across the country [20][32]. Recommended Stocks - The report recommends several companies for investment, including China Mobile, China Telecom, and various technology firms involved in AI and communication infrastructure [8][20].