CITIC Construction Investment has unveiled its 2026 investment strategy outlook for the telecommunications sector, highlighting that the world is presently amidst an AI-driven industrial revolution. The transformative impact of this revolution is on par with that of the original Industrial Revolution and significantly surpasses the recent influence of industries like cloud computing and new energy. This necessitates a more extended, macro-level perspective for thorough analysis. CITIC Construction Investment remains bullish on the AI-fueled demand for computing power and its application potential across diverse sectors, including optical modules, optical components, optical chips, switches, liquid cooling systems, Internet Data Centers (IDCs), and edge-side AI. Meanwhile, while market expectations for the traditional telecommunications industry chain are subdued due to telecom operators' reduced capital expenditures, the research and development of pivotal 6G technologies have already commenced. Coupled with operators' escalating investments in AI, this field continues to warrant attention.