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通信ETF(515880)涨近2.4%,行业估值修复叠加创新应用加速布局
Mei Ri Jing Ji Xin Wen·2025-05-29 05:31

Group 1 - The core viewpoint of the article highlights the stable development of traditional businesses in the communication industry while actively exploring innovative applications [1] - The current PE TTM for the communication industry is 22.75 times, which is at the 28.04% percentile, indicating a recovery in valuation levels after a recent market surge [1] - Communication companies are focusing on new growth points such as computing networks and quantum secure transmission, with the China Academy of Information and Communications Technology collaborating with operators to initiate the construction of a computing internet experimental network [1] Group 2 - The experimental network has aggregated 499 computing resource pools, with intelligent computing resources reaching 111.3 EFLOPS, promoting interconnectivity of computing resources [1] - The first 400G quantum secure OTN encrypted dedicated line in the country has been opened, achieving a fusion of high bandwidth and quantum-level security [1] - The communication ETF (515880) tracks the communication equipment index (931160), which reflects the overall performance of listed companies in the communication equipment sector [1]