通信行业报告：阿里巴巴加大AI投入，意法联手亚马逊推出新型硅光技术

Investment Rating - The report maintains a "Positive" investment rating for the communication industry, indicating an expected performance that exceeds the market benchmark by more than 5% [2][34]. Core Insights - Alibaba plans to increase investments in three major AI areas over the next three years, focusing on AI infrastructure, foundational model platforms, and AI-native applications [10][23]. - STMicroelectronics, in collaboration with Amazon, has launched a new silicon photonics technology called PIC100, aimed at enhancing performance in data centers and AI clusters [10][24]. - The report highlights significant advancements in high-speed optical modules by LianTe Technology, including the development of 800G and 1.6T optical module solutions [3][11]. Summary by Sections Market Overview - During the week of February 17-21, 2025, the communication sector index rose by 8.09%, outperforming other indices such as the Shanghai Composite Index, which increased by 0.97% [4][13]. - The top three performing sectors during this period were communication (+8.09%), machinery (+7.77%), and electronics (+6.96%) [4][16]. Key Stocks Performance - Key communication stocks showed notable performance: China Mobile (+3.44%), ZTE Corporation (+6.33%), Zhongtian Technology (+3.16%), Shanghai Hanxun (+21.45%), and Zhongji Xuchuang (+16.32%) [20][21]. Industry News Highlights - Alibaba's strategic focus on AI is expected to drive growth in its e-commerce and cloud computing sectors [10][23]. - The advancements in silicon photonics technology by STMicroelectronics and Amazon are anticipated to improve data transmission speeds in AI applications [10][24].