Group 1 - The communication sector is experiencing a rebound, with the communication ETF (515880) rising nearly 2% [1] - The demand for AI computing power is driving rapid growth in sub-sectors like optical communication, with Broadcom's AI business revenue increasing by 46% year-on-year in Q2 of fiscal year 2025 [1] - Credo's revenue for Q4 of fiscal year 2025 surged by 180% year-on-year, with an annual growth of 126%, and plans to double capital expenditure to meet the demand from AI-driven cloud vendors [1] - Wistron reported a 47% month-on-month increase in server shipments in May, achieving a record high in monthly revenue [1] - The industry is benefiting from the demand for AI network upgrades, showing a trend of "optical advances and copper declines" [1] - The commercial rollout of 5G-A is accelerating, with the number of domestic base stations reaching 4.439 million, laying the groundwork for the evolution to 6G [1] - The operator sector is stable, with an increased dividend payout ratio highlighting high dividend value [1] - The global AI industry remains in a high-growth phase, although short-term disturbances such as tariffs should be monitored [1] Group 2 - The communication ETF (code: 515880) tracks the communication equipment index (code: 931160), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the communication equipment sector [1]

Market Performance - The main board led the gains with notable increases from companies such as Dawi Technology (+10.03%), Jiahuan Technology (+10.03%), and Dongsoft Group (+10.02%) [1] - The ChiNext board saw significant growth with Yihau New Materials (+20.02%) and Tongniu Information (+13.46%) leading the charge [1] - The Sci-Tech Innovation board was also active, with Kaiweite (+12.23%) and Xinyuanwei (+10.19%) showing strong performance [1] Domestic News - Lenovo announced plans for full localization of PC manufacturing in India over the next three years and collaboration with Krutrim to build the largest supercomputer in India [1] - Despite reports of declining sales, Apple remains a top player in the domestic smartphone market as of the ninth week of 2025 [1] - China's exports of electromechanical products reached $3.23736 trillion, accounting for 43.80% of total exports, with a year-on-year growth of 4.15% [1] - TrendForce reported that the combined production of the top six global smartphone brands is expected to reach 335 million units in Q4 2024, a 9.2% quarter-on-quarter increase [1] Company Announcements - Yundeng Technology completed a share reduction plan, with director Wang Licai reducing 19,125 shares, representing 0.0028% of the total share capital [2] - Liard announced the completion of a share buyback, acquiring 6,083,800 shares, which is 0.22% of the total share capital [2] - Tongxingbao's subsidiary won a bid for a public service project related to the digital transformation of highway traffic infrastructure in Hunan Province [2] - Zhongke Feice plans to raise up to 2.5 billion yuan through a private placement of A-shares [2] Overseas News - The global game event GDC 2025 will take place in San Francisco from March 17 to 21, featuring a summit by Meta on mixed reality development [3] - Reports indicate that the U.S. government may restrict the use of DeepSeek on government devices, with China opposing the politicization of economic and technological issues [3] - Ceva announced a strategic partnership with Arm and SynaXG to provide advanced 5G solutions, enhancing energy efficiency for wireless networks [3] - Tata Electronics of India signed a memorandum with Taiwanese companies to innovate in display technology and ultra-low power AI sensor products [3]