AI行业景气度持续，算力“卖铲人”通信板块盘中涨超3%

Group 1 - The communication sector is experiencing a strong upward trend, with the communication ETF (515880) rising over 3% during trading [1] - The AI landscape is showing continuous growth, with significant increases in usage metrics and revenue projections for major players like OpenAI and Oracle [2][3] - OpenAI's annual recurring revenue has reached $10 billion, a substantial increase from $5.5 billion last year, driven by consumer products and API contributions [2] Group 2 - The demand for computing power has surged due to advancements in computing chips, leading to a notable increase in AI applications, although concerns about capital expenditure may persist [3] - The upgrade of communication networks is essential for expanding computing clusters, with components like optical modules and switches showing high growth potential [3] - Investment opportunities in the communication ETF (515880) are highlighted due to the ongoing demand and growth in the communication industry [3]