Investment Rating - The report maintains a "Positive" investment rating for the communication industry [12]. Core Insights - The communication sector saw a 3.00% increase in the 37th week of 2025, ranking 7th among major industries, and a 63.01% increase year-to-date, ranking 1st [2][7]. - Oracle's cloud business is experiencing rapid growth, with a 12.2% year-over-year revenue increase to $14.93 billion in FY26Q1, and a significant 359% increase in remaining performance obligations, surpassing $455 billion [8]. - Nvidia's Rubin CPX focuses on long-context processing, enhancing performance for large language models (LLMs) with a notable increase in attention processing speed [9]. Summary by Sections Market Performance - The communication sector's performance includes a 3.00% increase in the latest week and a 63.01% increase since the beginning of the year, leading the industry rankings [2][7]. - Top gainers in the sector include Cambridge Technology (+25.6%), Kehua Data (+25.5%), and Sanwei Communication (+22.4%) [7]. Oracle's Cloud Business - Oracle's cloud revenue reached $7.19 billion in FY26Q1, a 26.1% year-over-year increase, with cloud infrastructure revenue growing by 52.1% [8]. - A landmark $300 billion power procurement contract with OpenAI is set to commence in 2027, marking a significant milestone in cloud computing [8]. Nvidia's Innovations - Nvidia's Rubin CPX offers 30 PFLOPs of computing power for long-context inference, significantly improving LLM applications [9]. - The Vera Rubin NVL144 CPX platform integrates multiple components to enhance processing capabilities, expected to be commercially available by the end of 2026 [9]. Investment Recommendations - The report recommends several companies across various segments, including: - Telecom operators: China Mobile, China Telecom, China Unicom - Optical modules: Zhongji Xuchuang, Xinyi Sheng, Tianfu Communication - Liquid cooling: Yingweike - Fiber optic cables: Fenghuo Communication, Hengtong Optic-Electric - Domestic computing: Runze Technology, Guanghuan New Network - AI applications: Boshi Jie, Heertai, Tuobang Co., Yiyuan Communication - Satellite applications: Huace Navigation, Haige Communication [10].