Galaxy Securities research reports point out that they are bullish on the autonomous and controllable trends in the communication industry and the transformative trend of AI technology. The proportion of overseas business of China's communication industry-related companies is gradually increasing, expanding from Europe and America to Asia, Africa, and Latin America. Galaxy Securities believe that the trend of Chinese communication industry-related companies going global is overall controllable under the influence of Trump, while Chinese companies have cost and technological advantages. The accelerating trend of Chinese communication industry-related companies going global remains unchanged, and the demand for autonomous and controllable core components and domestic substitutes is increasing. Bullish on the second growth curve expansion of domestic operators, AI boosting global demand for optical communication, and the development of quantum communication. Recommended to pay attention to: China Mobile, Zhongji Innolight, Eoptolink Technology Inc.