行业ETF风向标丨光模块迎久违反弹，通信ETF半日成交金额超2亿元

Core Viewpoint - The optical module sector has rebounded collectively, leading to a significant rise in the communication industry chain, with notable increases in related ETFs [1][3]. ETF Market Performance - The Communication Equipment ETF (159583) and Communication ETF (515880) saw half-day gains of 2.69% and 2.65%, respectively, with the Communication ETF achieving a trading volume of 211 million yuan [1][4]. - The 5G Communication ETF (515050) and 5G ETF (159994) also experienced increases of 2.54% and 2.5% [7]. ETF Share Changes - The Communication ETF (515880) has seen a significant increase in shares this year, with an addition of 741 million shares, representing a change rate of 40.82% [3]. - The Communication Equipment ETF (159583) has a smaller scale with only 6.3 million shares and a half-day trading amount of 6.8741 million yuan [3][4]. Investment Logic - The digital economy's new infrastructure is expected to bolster the upgrade of computing networks, driven by policies like Digital China and continuous innovations in AI applications [3]. - The recovery of the ICT foundational optical network industry chain is anticipated to further stimulate demand for optical modules and energy-saving temperature control [3]. Major Weight Stocks in Indices - The top weight stocks in the Communication Equipment Index include: - Luxshare Precision (8.45%) - ZTE Corporation (7.36%) - Gigadevice Semiconductor (6.05%) [5][8]. - The top weight stocks in the 5G Communication Index include: - Luxshare Precision (8.45%) - ZTE Corporation (7.36%) - Gigadevice Semiconductor (6.05%) [8][9].