Sou Hu Cai Jing·2025-05-12 07:01Core Insights - The A-share market is experiencing a rebound in sentiment towards overseas investments, particularly in sectors such as optical modules, consumer electronics, electronic components, and communication equipment, following positive developments in tariff negotiations [3] - The 5G Communication ETF has shown strong performance, with a recent increase of 2.60% and a total trading volume of 1.46 billion yuan, reflecting a growing interest in the sector [3] - The 5G Communication ETF is closely linked to AI computing power needs and leading consumer electronics hardware, with a current P/E ratio of 25.65, indicating a significant safety margin as it is below 86.92% of its historical valuation [4] Performance Metrics - As of May 9, 2025, the 5G Communication ETF has achieved a net value increase of 28.59% over the past three years, ranking 233 out of 1747 in the index stock fund category [5] - The ETF has recorded a maximum monthly return of 24.50% since its inception, with an average monthly return of 6.98% and an annual profit percentage of 80.00% [5] - The ETF's management fee is 0.50% and the custody fee is 0.10%, making it one of the lowest in its category [5] Top Holdings - The top ten weighted stocks in the CSI 5G Communication Theme Index account for 51.99% of the index, with notable companies including Luxshare Precision (5.86% increase), ZTE Corporation (1.91% increase), and others [6][8] - The leading stocks by weight are Luxshare Precision (10.08%), ZTE Corporation (7.09%), and others, indicating a strong concentration in key players within the 5G sector [8]