通信ETF（515880）涨超1.1%，端侧AI驱动行业增长

Group 1 - The core viewpoint is that the development space for edge AI is vast, with the Volcano Engine showcasing various smart hardware products like AI alarm clocks and AI learning machines, indicating a continuous increase in the categories of large models being implemented on hardware [1] - The Doubao large model family has been fully launched, covering various types such as language, video, and voice, demonstrating outstanding performance and cost advantages, and has been widely applied in industries like mobile, automotive, and finance, accelerating the process of industrial intelligence [1] - Multi-modal vertical upgrades are becoming an important path for the implementation of AI, with edge AI accelerating penetration in IoT and other fields, and technological advancements expected to show exponential growth with improvements in computing power and model optimization [1] Group 2 - The communication industry is performing steadily, with edge AI emerging as a significant growth point [1] - The Communication ETF (515880) tracks the communication equipment index (931160), which is compiled by China Securities Index Co., Ltd., selecting listed companies involved in communication network equipment, terminal devices, and related services from the A-share market to reflect the overall performance of the communication equipment industry [1] - Investors without stock accounts can consider the Guotai Zhongzheng All Index Communication Equipment ETF Connect A (007817) and Guotai Zhongzheng All Index Communication Equipment ETF Connect C (007818) [1]