Fullgoal CSI Communication Equipment Thematic ETF

515880

159583

159805

Saramonic has launched the WiTalk9 X, a 9-Person Modular Full-Duplex Wireless Intercom System designed for modern production teams. This lightweight system features an industry-first modular design, allowing users to switch between different headset configurations. It incorporates Saramonic ClearTalk™2.0 technology for clear voice communication and AI Noise Cancellation, ensuring intelligible communication in noisy environments. The WiTalk9 X supports up to 9 users without a hub and can be expanded to 64 users. It operates on 1.9 GHz DECT technology with a range of up to 700 meters and offers a battery life of up to 12 hours.

prnewswire

VGtelecomm

Guotai CSI All Share Communications Equipment ETF

ISHRS S&P Glb It

Comm Servcies Select Sector SPDR

iShares Expanded Tech Software Sector ETF

Penghua CSI Media ETF

13:00 ETSaramonic WiTalk9 X: Modular-Designed, Lightweight Wireless Intercom System Redefines Team Communication

688498

512480

515050

03193

As of April 17, 2026, the Communications ETF ChinaAMC rose by 4.30%, and YUANJIE SEMICONDUCTOR's stock price surpassed Kweichow Moutai, becoming the highest-priced stock in A-shares. The CSI 5G Communication thematic index increased by 4.19%, with several constituent stocks performing strongly. Currently, the telecommunications industry is gaining attention due to the demand for AI computing power, policy dividends, and technological iterations. First Shanghai Securities is optimistic about the future demand in the optical module industry, with Lumentum expecting that the optical communication industry will attract more investment in the next three years

腾讯新闻 - 财经

YUANJIE SEMICONDUCTOR

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

ChinaAMC CSI 5G Communication ETF

CSOP CSI 5G

Actions

Moutai

SINOPACK

Accelink

SANAN

FIRST SHANGHAI

Lumentum

Eoptolink

Zhongji Innolight

LUXSHARE-ICT

GIGADEVICE

DSBJ

HGTECH

HTGD

ChinaAMC SZSE ChiNext Artificial Intelligence ETF

Range Technology

BlueFocus

Sharetronic Data

Kunlun

Hengtong Logistics

WANGSU

ROYALFLUSH INFO

ZTE Corporation

AI hardware continues to surge, communication ETF ChinaAMC up 4.30%, YUANJIE SEMICONDUCTOR stock price surpasses Moutai

159994

IDGT

Askey Computer Corp. and Bloxtel Inc. have announced a strategic partnership to develop and scale autonomous decentralized private 5G infrastructure. The collaboration will integrate Bloxtel's AI-enabled 5G core network with Askey's SCU5000 small cell, creating an all-in-one access point (AP 201) that minimizes reliance on centralized cloud systems. This edge-native architecture enhances responsiveness for applications like industrial automation. The AP 201 will be available in Q4 2026, marking a significant step towards simplifying private 5G deployment while ensuring security and performance.

Yinhua CSI 5G Communication Theme ETF

iShares US Digital Infrastructure and Real Estate ETF

16:27 ETAskey and Bloxtel Announce Strategic Partnership to Accelerate Global Deployment of Autonomous and Decentralized Private 5G Infrastructure

The price of optical fiber will be less than 20 yuan per core kilometer at the beginning of 2025, and will exceed 83.4 yuan per core kilometer by March 2026, an increase of over 400%. The A-share optical fiber-related industry has also risen, with the Wind Optical Fiber Index increasing by 85.96% this year. This price increase is mainly driven by the demand for AI and computing power, and it is expected that global data center optical fiber demand will increase by 75.9% year-on-year in 2025. Optical fiber is gradually replacing copper cables, especially over transmission distances exceeding 7 meters, where the cost advantage of copper cables is gradually disappearing

YOFC

NVIDIA

Huawei

Broadcom

NVIDIA Corporation

Behind the rise of the optical fiber concept, is "optical fiber replacing copper" true?

300502

300308

As of April 14, 2026, the China Securities 5G Communication Theme Index surged by 2.29%, and the Communication ETF ChinaAMC rose by 2.39%, achieving a seven-day winning streak. Zhongji Innolight and Eoptolink reached historical highs, and GF Securities pointed out that the global AI infrastructure wave is driving growth in demand for optical modules and server markets, with equipment manufacturers continuing to benefit. The Communication ETF ChinaAMC closely tracks the China Securities 5G Communication Theme Index, covering the entire chain of optical chips, optical fiber cables, AI servers, etc., earning investors a profit of 5.213 billion yuan in 2025

CICT MOBILE

SUNWAY COMM

Guobo Electronics

GF SECURITIES

GF SEC

NARADA

The computing power prosperity index has skyrocketed, Zhongji Innolight and Eoptolink both hit new highs, and the communication ETF ChinaAMC rose by 2.39%, achieving a 7-day consecutive increase

000988

HGTECH's stock price surged by 7.97%, reclaiming the 125 yuan mark, benefiting from the booming optical module market. The company's first-quarter earnings forecast indicates that the net profit attributable to shareholders is expected to reach 600 million to 640 million yuan, a year-on-year increase of 46.38% to 56.13%. The rapid growth of the optical interconnection business and the surge in orders for 400G, 800G, and 1.6T optical modules have significantly boosted overall performance. At the same time, the intelligent manufacturing business has also performed strongly, with dual efforts supporting performance growth. HGTECH's performance explosion is attributed to the iteration of high-end products, capacity delivery, and optimization of customer structure

HGTECH surged 7% to return to the key level of 125 yuan, with a quarterly report showing a more than 50% increase and a surge in 1.6T optical module shipments

159813

000688

159142

512930

This week, the A-share market rebounded strongly, with the ChiNext and STAR 50 indices rising by more than 8%. AI technology stocks led the gains, with the components, semiconductor, and communication equipment sectors all increasing by over 10%. The third round of negotiations between Yimei has concluded, with significant differences between the two parties, resulting in a neutral market impact. The Shanghai and Shenzhen Stock Exchanges have released new regulations, adjusting the price fluctuation limit for main board ST stocks to 10%, which will help enhance market liquidity. Overall, market sentiment is optimistic, and opportunities remain in the future

Penghua Guozheng Semiconductor Chip ETF

STAR 50

Invesco Great Wall CSI STAR&CHINEXT Artificial Intelligence ETF

Ping An CSI Artificial Intelligence ETF

Core stocks hit new highs! Funds return to AI technology - Daoda talks to Doctor Niu

600105

601869

The leading optical fiber company ETERN reached its daily limit within three minutes of opening on April 10, becoming another tenfold stock following YOFC. High-priced leading companies in the market, such as YOFC and Yuanjie Technology, continue to hit new highs, demonstrating the strong performance of the optical communication industry. Analyst Bian Huizong emphasized that understanding the launch logic of YOFC is key to uncovering the next potential stock. Since its listing on the Hong Kong stock market in 2014, YOFC's stock price has increased more than 12 times in the past year, becoming the focus of market attention

ETERN

3-minute straight limit up! This 38 yuan low-priced leader is replicating the "tenfold" market of the optical fiber leader!

00788

600522

159511

01085

01300

China Tower Corporation Limited announced on April 9th the "Announcement of Candidates for Bidding Winners of the 2026 Feeder Product Centralized Procurement Project." After evaluation, ZTT, Jiangsu HXTL, and Jiangsu TRIGIANT were determined to be the top three candidates. The scale of this centralized procurement project is approximately 840 million yuan, covering various types of flame-retardant RF coaxial cables, primarily used for the construction of communication base stations nationwide

C114 通信网

CHINA TOWER

China Southern CSI Communication Service ETF

HXTL

TRIGIANT

Over 800 million yuan! The candidates for the centralized procurement of feeder products by CHINA TOWER in 2026 have been announced: ZTT, HXTL, and TRIGIANT ranked in the top three

00941

ZTCOY

159695

The U.S. FCC plans to prohibit Chinese telecommunications companies from establishing data centers in the U.S. and from connecting to them. The proposal will be voted on at the meeting on April 30 and involves China Mobile, China Telecom, and China Unicom. The FCC is also considering banning interconnections with companies using Huawei and ZTE equipment and expanding restrictions on companies on the national security list. The Chinese Embassy in the U.S. has expressed opposition, stating that this move is an overinterpretation of the concept of national security. The FCC has repeatedly restricted the operations of Chinese telecommunications companies in the U.S. in recent years

Stheadline

CHINA MOBILE

iShares US Telecommunications

CHINA UNICOM

China Unicom

CHINA TELECOM

Harvest CNI Communication ETF

SPDR S&P Telecom

China Mobile

The US FCC plans to impose further restrictions on Chinese telecommunications companies establishing data centers in the US

600498

06869

600487

According to data from the National Bureau of Statistics, the PPI in March 2026 increased by 0.5% year-on-year, ending a 41-month declining trend. The price of optical fiber manufacturing rose by 76.1% year-on-year, influenced by the expansion of "AI+" and the growth in computing power demand. Prices in industries such as non-ferrous metals and petroleum have risen, improving the market supply-demand relationship and optimizing competitive order. The manufacturing prices of photovoltaic equipment and lithium batteries have also increased

AASTOCKS

FiberHome

National Bureau of Statistics: The demand for "AI+" is rapidly growing, and the price of optical fiber manufacturing in March increased by 76.1% year-on-year

Fibocom Schedules Board Meeting to Approve First-Quarter 2026 Results

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