Group 1 - The core viewpoint of the article highlights significant growth in the communication ETF, with a turnover rate of 3.98% and a transaction volume of 4.2732 million yuan, alongside a notable increase in scale and shares over the past three months [3] - As of the end of March this year, China has built and opened 4.395 million 5G base stations, with projections indicating that by 2035, the number of newly built low-altitude communication base stations could reach 360,000, requiring a total investment of approximately 111 billion yuan [3] - Dongguan Securities anticipates that the communication industry will experience a period of technological iteration and policy benefits by 2025, with new growth drivers emerging from AI, quantum communication, and low-altitude economy, leading to sustained demand for communication infrastructure [3] Group 2 - As of March 31, 2025, the top ten weighted stocks in the Guozheng Communication Index include China Telecom, ZTE Corporation, China Unicom, and others, collectively accounting for 58.54% of the index [3] - Investors can access investment opportunities in optical communication under the AI transformation through the communication ETF linked fund (019072) [4]
通信行业处于技术迭代与政策红利叠加期，通信ETF(159695)盘中上涨2.03%
Xin Lang Cai Jing·2025-04-23 05:38