The 4th installment of the 'US rate cut trade'! The god of interest rate cuts brings investment opportunities blowing fiercely in the telecom industry.

In terms of sector performance this year, the communications services sector has been performing well. $The Communication Services Select Sector SPDR® Fund (XLC.US)$It has seen a high of nearly 19% since the beginning of the year, outperforming the major three indices in the US. $S&P 500 Index (.SPX.US)$、 $Dow Jones Industrial Average (.DJI.US)$、 $Nasdaq Composite Index (.IXIC.US)$Amidst the darkness of rate cuts, there are investment opportunities blowing through the telecommunications industry.

On September 3, the US stock market was hit by a "great shock," while the major US telecommunications companies
Were being battered by investment opportunities. $Verizon (VZ.US)$and $AT&T (T.US)$hits a new high, rising against the market trendDone.

From the performance of the telecom services sector this year, Sweden's leading music broadcasting service $Spotify Technology (SPOT.US)$has gained nearly 75% this year and once set a new all-time high within the year. Major social media network $Meta Platforms (META.US)$and the entertainment giant $TKO Group Holdings (TKO.US)$have risen by nearly 45% year-to-date. The media giant $Fox Corp-A (FOXA.US)$and the video streaming service giant $Netflix (NFLX.US)$It rose nearly 40% within the year. Major US telecom $T-Mobile US (TMUS.US)$and $Verizon (VZ.US)$and major US media companies $Liberty Formula One-A (FWONA.US)$both also rose about 20%, while major advertising agency companies in the US $Omnicom Group (OMC.US)$rose more than 16%.

On the other hand, adding stocks related to telecom services, thetelecom services ETFis also worth paying attention to. Among them, $The Communication Services Select Sector SPDR® Fund (XLC.US)$、 $Vanguard Communication Services ETF (VOX.US)$、 $Fidelity Covington Trust Msci Communication Services Index Etf (FCOM.US)$、 $First Tr Exchange Traded Fd Ii Indxx Nextg Etf (NXTG.US)$、 $Ishares Global Telecom Etf (IXP.US)$is a telecom services ETF in the US stock markettop 5 holdings by asset valueand these ETFs have also recorded a cumulative growth rate of 10% to 18% since the beginning of this year.