The fourth installment of the "Rate Cut Trade"! The wind god of rate cuts brings investment opportunities that are sweeping through the communications 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 trendThere is a new cycle approaching where central banks around the world are cutting interest rates and starting monetary easing.

$Spotify Technology (SPOT.US)$ $Meta Platforms (META.US)$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.