通信板块领涨市场，通信ETF（515880）涨超1%，机构表示北美云厂商业绩验证AI商业化加速

Group 1 - The communication sector leads the market, with the communication ETF (515880) rising over 1%, as institutions indicate that North American cloud companies' earnings validate the acceleration of AI commercialization [1] - Guojin Securities points out that the latest financial reports from North American cloud vendors confirm the acceleration of AI commercialization and sustained high demand for computing power investments [1] - Benefiting from AI-driven demand and increased capital expenditure from domestic and international internet companies, leading companies in servers and connectors have reported impressive earnings [1] Group 2 - The Ethernet switch market shows structural differentiation, with expectations for a rebound in the performance of the switch sector [1] - The iteration of domestic large models and the acceleration of practical applications are anticipated [1] - It is recommended to focus on sectors such as servers, IDC, switches, and connectors driven by domestic AI development, as well as servers and optical modules driven by overseas AI development [1] Group 3 - The communication ETF (515880) tracks the communication equipment index (931160), which primarily includes A-share listed companies in the communication equipment manufacturing and related services sectors, covering sub-sectors like optical modules, communication terminals, and optical fibers [1] - The index significantly reflects the performance of core enterprises in the communication technology industry, showcasing notable industry characteristics and upgrade orientation [1] - Investors without stock accounts may consider Guotai Zhongzheng All-Index Communication Equipment ETF Link A (007817) and Guotai Zhongzheng All-Index Communication Equipment ETF Link C (007818) [1]