政策催化不断，通信ETF（515880）逆势上涨超2%

Group 1 - The communication sector has shown strong performance recently, with notable stocks like Bochuang Technology hitting the daily limit, and the communication ETF (515880) rising over 2% [1] - In 2024, the overall revenue and profit of listed companies in the communication industry are expected to grow steadily, with the Shenwan Communication Index component stocks achieving total operating revenue of 25,381 billion yuan, a year-on-year increase of 4.41%, and a net profit attributable to shareholders of 2,070 billion yuan, up 6.8% [1] - The growth in the communication industry is particularly strong in areas such as optical modules/devices and the Internet of Things, benefiting from AI development, which has significantly enhanced profitability [1] Group 2 - Policy initiatives like the "Regulations on Direct Satellite Service Management for Terminal Devices" and measures to accelerate the cultivation of advanced manufacturing clusters in commercial aerospace in Shanghai provide new development opportunities for the communication industry [1] - The communication sector is gaining attention due to the construction of AI computing infrastructure and the high dividend value of operators, with reports indicating that revenue and net profit in the optical module/device sector grew by 60% and 123% year-on-year, respectively [2] - The communication ETF (515880) tracks the CSI All Share Communication Equipment Index, which reflects the overall performance of listed companies in the communication equipment sector, with major holdings in leading companies like Zhongji Xuchuang and ZTE Corporation [2]