通信行业周报：三协会联合呼吁慎购北美芯，自主可控势在必行

Investment Rating - The report maintains an "Overweight" rating for the communication industry [11]. Core Insights - A recent statement from three associations in China indicates that American chip products are no longer considered safe and reliable, leading to a cautious approach towards purchasing American chips in related industries [4][24]. - The semiconductor decoupling from the U.S. is seen as inevitable, with increasing restrictions on Chinese companies over time, which raises uncertainties for China's semiconductor development [5][26]. - The domestic market for optical chips is projected to grow from approximately $1.974 billion in 2023 to an estimated $2.997 billion by 2026, highlighting the importance of domestic production capabilities [6][26]. - The demand for Ethernet bandwidth is expanding, with a significant increase in the need for switching chips as high-performance computing clusters grow [7][28]. Summary by Sections 1. Market Review - The communication sector index experienced a 1.61% change over the past week, ranking 15th among 30 primary industries [3][18]. - The internal structure of the communication sector showed a mixed performance, with declines in telecom operations, communication equipment, and engineering services indices [3][18]. 2. Industry Topic - The statement from the associations reflects a response to U.S. export restrictions, which have added over 140 Chinese companies to a trade restriction list, affecting various semiconductor products [4][25]. - The historical context of U.S. sanctions against Chinese semiconductor companies illustrates a progressive tightening of restrictions, leading to increased uncertainty in the industry [5][26]. 3. Industry News - LightCounting forecasts that the sales of optical devices for access networks will reach $2.9 billion by 2029, indicating a cyclical nature in the market [10][31]. - Google has launched its AI video generation model, Veo, which is expected to enhance content creation processes for enterprises [29][30]. 4. Investment Recommendations - The report suggests focusing on companies in the optical chip sector such as Yuanjie Technology, Guangxun Technology, and Shijia Photon, as well as switching chip companies like Shengke Communication and ZTE [9][28].