通信ETF（515880）涨近2%，景气度持续高企

Group 1 - The communication sector is experiencing a rebound, with the communication ETF (515880) rising nearly 2% [1] - The demand for AI computing power is driving rapid growth in sub-sectors like optical communication, with Broadcom's AI business revenue increasing by 46% year-on-year in Q2 of fiscal year 2025 [1] - Credo's revenue for Q4 of fiscal year 2025 surged by 180% year-on-year, with an annual growth of 126%, and plans to double capital expenditure to meet the demand from AI-driven cloud vendors [1] - Wistron reported a 47% month-on-month increase in server shipments in May, achieving a record high in monthly revenue [1] - The industry is benefiting from the demand for AI network upgrades, showing a trend of "optical advances and copper declines" [1] - The commercial rollout of 5G-A is accelerating, with the number of domestic base stations reaching 4.439 million, laying the groundwork for the evolution to 6G [1] - The operator sector is stable, with an increased dividend payout ratio highlighting high dividend value [1] - The global AI industry remains in a high-growth phase, although short-term disturbances such as tariffs should be monitored [1] Group 2 - The communication ETF (code: 515880) tracks the communication equipment index (code: 931160), which is compiled by China Securities Index Co., Ltd., reflecting the overall performance of listed companies in the communication equipment sector [1]