The global network communications industry is at a turning point. With the completion of 5G deployment, the expansion of IoT applications, and new demands for network infrastructure driven by generative AI, telecom stocks and concept stocks are once again attracting investor attention. From the United States and the European Union to Asian countries, government subsidy policies continue to boost broadband infrastructure, providing long-term support for this sector. So, among the many telecom-related stocks, how should investors select and position themselves?
What exactly are telecom stocks and concept stocks? Why are they worth paying attention to?
Telecom, officially known as "Network Communications," encompasses all hardware devices and technology industries related to internet connectivity. Common telecom devices include routers, switches, network switches, set-top boxes, and more. Telecom stocks and concept stocks refer to publicly traded companies whose business is closely related to network communications. These companies are distributed across various levels of the industry chain.
According to industry structure, the upstream of telecom stocks and concept stocks includes various communication