Investment Rating - The report maintains a "Recommended" investment rating for the communication industry [1]. Core Insights - The report highlights a 3.20% increase in the communication sector from February 10 to February 16, with a slight change of 0.01% [2]. - Notable growth in specific areas includes a 16.66% increase and a 9.33% increase in other metrics, indicating positive trends in the industry [2]. - The report mentions a significant opportunity for Tencent's computing power chain through the integration of DeepSeek [2]. Summary by Sections Investment Overview - The report emphasizes the potential of AI technologies and their integration into the communication sector, particularly through platforms like DeepSeek [5][6]. Industry Dynamics - The report discusses various AI applications and their relevance to the communication industry, including mentions of VideoWorld and OpenAI [5][6]. Major Events Reminder - Key upcoming events include shareholder meetings for companies such as 罗博特科 and 中际旭创, as well as the listing of restricted shares for 中国电信 [7].
通信行业周报：微信接入DeepSeek的腾讯算力链机会
兴业证券·2025-02-18 02:50