CICC released a research report saying that as of August 14, 2026, the SW Communications Index and Communications Equipment sector points rose 36.3% and 44.9% respectively from the beginning of the year, significantly outperforming the market. Overseas computing power chains and industrial chain price increases in the first half of the year, and the increase in global CSP capital expenditure, the explosion in token demand, 1.6T optical module release, and the performance of the AI industry chain jointly drove sector performance. Continuing to be optimistic about the main line of AI computing power growth, it is recommended to focus on two major opportunities: 1) domestic computing power: policies raise computing power to the height of national infrastructure, continuous iteration of large domestic models; supernodes drive competition evolves from single card performance to system efficiency, focusing on servers, switches, and liquid cooling; 2) Overseas computing power: CSP capital expenditure and cloud computing orders maintain high growth, and AI ASIC acceleration. 800g/1.6T and scale-up optical interconnection continues to upgrade, and focus on ASIC, optical module and other industrial chains.

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