Group 1 - The acceleration of AI data center construction is driving innovation in the optical communication and chip industries, with a focus on optical modules, chips, and satellite communication technologies [1] - Over 60% of Asian fund managers plan to increase their holdings in AI-related stocks, with 45% expecting AI computing power demand to double in three years, favoring chip manufacturers and cloud computing giants [1] - Huawei has achieved a breakthrough in AI inference with its "storage instead of computing" technology, raising interest in the AIDC electrical equipment export chain [1] Group 2 - As of August 13, the telecom ETF fund (560690.SH) rose by 2.53%, with the associated index, the China Telecom Index (931235.CSI), increasing by 2.68% [1] - Major constituent stocks saw significant gains, including NewEase (up 15.27%), Zhongji Xuchuang (up 8.75%), Tianfu Communication (up 7.93%), China Unicom (up 0.74%), and ZTE Corporation (up 2.03%) [1] - Guosen Securities noted that the "anti-involution" policy is intensifying, which may lead to a profit turning point in the lithium battery industry, and Apple's commitment to increase domestic investment in the U.S. is expected to drive a new cycle of steel shell battery production [1] - Guosen Securities also emphasized that the growth in AI infrastructure and related sectors may further boost demand for telecom infrastructure hardware [1]