The 2026 investment strategy outlook for the communication industry, as released by CSC Securities, highlights that the world is presently experiencing an AI-driven industrial revolution, whose magnitude is on par with that of the historical Industrial Revolution, thus demanding a long-term investment perspective. The institution remains bullish on the demand for and application potential of AI-powered computing capacity, encompassing segment areas (Note: The term 'segment' is retained here in its original form to demonstrate that HTML formatting would be preserved in the complete translation) such as optical modules, optical devices, optical chips, switches, liquid cooling systems, Internet Data Centers (IDCs), and edge-side AI. Despite expectations of a sluggish performance in the traditional communication industry chain, attributed to reduced capital expenditures by operators, significant strides have already been made in the research and development of pivotal 6G technologies. Moreover, with operators increasing their investments in AI computing power, related sectors continue to command considerable attention and investment value. Additionally, both China and the United States place high importance on the advancement of quantum technology, with the quantum computing sector in the U.S. stock market exhibiting robust performance. It is advisable to concentrate on core components within the quantum computing industry chain, such as dilution refrigerators and low-temperature coaxial cables.
