The CITIC Securities Research Report pointed out that in the second quarter of 2026, the A-share communications industry public fund holdings continued to increase dramatically from month to month, and core individual stocks in the optical communications sector were still the main force in increasing their holdings. The 26Q2 communications industry fund holdings reached 623.364 billion yuan, +77.7% month-on-month; accounting for 15.38% of the fund's total stock holdings, +4.38pcts month-on-month, which greatly exceeded the standard allocation ratio of the communications industry by 8.35 pcts. CITIC Securities believes that as cutting-edge technologies such as the accelerated release of 1.6T optical modules, silicon light and CPO gradually enter the commercial introduction period, and the continuous increase in domestic AI computing power infrastructure, high prosperity is expected to continue to drive both sector valuation and performance increases.

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