空芯光纤革新加速，AI基建投资再增长

Investment Rating - The report recommends the communication industry [2]. Core Insights - The communication sector index increased by 1.97% over the past week, with notable performance in sub-sectors such as data center copper wire and carrier communication, which saw gains of 5.54% and 5.36% respectively [6][26]. - AI infrastructure spending is surging, with a projected growth rate of 19% over the next five years, indicating a robust demand for cloud services [46][49]. - Huawei leads the industrial internet platform market in China, with a market size of 196.5 billion CNY in 2023, reflecting a year-on-year growth of 1.9% [51]. Summary by Sections Market Performance - The communication sector index rose by 1.97% in the past week, with data center copper wire and carrier communication sub-sectors performing particularly well [6][26]. Industry Development and Key Events - Microsoft is spearheading the hollow-core fiber revolution, with domestic technologies catching up to international standards [9]. - AI infrastructure spending is expected to grow significantly, with a forecasted increase of 63% in the first half of 2024 [46]. Major Equipment Manufacturers and Operator Bidding - Huawei is the leading player in the 2023 Chinese industrial internet platform market, with a market share among the top five vendors [51]. Investment Recommendations - The report suggests focusing on sub-sectors that are expected to benefit from ongoing technological advancements and increased demand for AI and cloud services [68].