关税政策或迎实质性变化，通信ETF（515880）涨超1.5%，盘中交投火热

Group 1 - The core viewpoint of the news is that the recent high-level economic talks between China and the U.S. were constructive and resulted in significant progress, including the establishment of a consultation mechanism [1] - The joint statement from the talks is expected to be released on May 12, detailing the agreements reached [1] Group 2 - Following the positive news, the communication ETF (515880) rose over 1.5%, indicating strong trading activity [2] - According to Zhongyin Securities, many overseas optical module manufacturers are currently at a low point in their price-to-earnings ratios but still possess long-term competitiveness in the global market [2] - There is potential for tariff exemptions on optical module products, which would alleviate recent impacts from tariff policies on the industry [2] - Manufacturers with overseas production capacity in Southeast Asia are expected to have a tax rate advantage when exporting to the U.S. [2] - The communication ETF (515880) covers the entire communication equipment industry chain and focuses on leading companies in AI computing power and 5G/6G [2]