光芯片概念活跃，中证5G通信主题指数上涨0.20%，5G通信ETF(515050)近19个交易日净流入2.70亿元

Group 1 - The A-share market shows a diverse range of hotspots, with sectors like pet economy, optical chips, and robotics performing actively. The CSI 5G Communication Theme Index rose by 0.20% as of 14:01 on April 29, with notable stock performances including Zhaoyi Innovation up 7.20% and Yidong Communication up 3.64% [3] - Tianfeng Securities expresses optimism about the AI industry as a key investment theme for the year, anticipating significant advancements in AI technologies and applications, particularly in the AIDC industry chain [3] - The government work report has included "deep-sea technology" for the first time, indicating a positive trend for the deep-sea cable industry in 2025 [3] Group 2 - The 5G Communication ETF (515050) is the largest in the market, focusing on leading companies in the 5G and computing industry chain, covering various sectors including AI computing, 6G, and communication equipment [4] - The 5G Communication ETF has a current scale of 5.952 billion, ranking first among comparable funds, with a significant increase in shares by 2.78 million this month [4] - The ETF has seen a net inflow of 3.9212 million, with a total of 27 million in net inflows over the past 19 trading days, averaging 14.23 million per day [4] - The ETF's price-to-earnings ratio (PE-TTM) is currently at 24.61, indicating a valuation lower than 98.08% of the time over the past year, suggesting it is at a historical low [4]