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A research report released by Zhongtai Securities indicates that with the expedited shipment of 1.6T products and the swift performance enhancements in areas like Internet Data Centers (IDCs), liquid cooling systems, and IoT modules, the communication industry is poised to demonstrate a pattern of 'rising prices amidst lower valuations' by 2026. Consequently, the institution maintains a positive stance on 'overweight' opportunities within the communication sector, driven by advancements in AI computing infrastructure and satellite internet in the upcoming year. Additionally, it expresses a preference (using a more natural English expression) for investment prospects in domestically controlled and autonomous industries, as well as those emerging from the telecom operator sector.
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