通信ETF（515880）涨超2%，端侧AI加速落地与算力需求高景气共振

Group 1 - The core viewpoint of the article highlights the strong growth in AI computing infrastructure globally, with significant investments from companies like Nvidia and Oracle, indicating a robust demand for cloud services and AI capabilities [1] - Nvidia plans to establish 20 new "AI factories" in Europe, aiming for a tenfold increase in AI computing capacity within two years, equipped with 10,000 GPUs, while also enhancing collaborations in quantum computing and industrial AI [1] - Oracle's cloud infrastructure revenue has increased by 52% year-on-year, with expectations of over 70% growth in the fiscal year 2026, alongside a capital expenditure projection of $25 billion, reflecting strong demand in the cloud services sector [1] Group 2 - The communication industry, particularly in the optical module and optical device sectors, has shown a notable performance with a weekly increase of 2.07%, driven by the demand for AI computing [1] - The upcoming 2025 Mobile World Congress (MWC) will focus on themes such as 5G integration and AI, further promoting innovation within the industry [1] - The communication ETF (515880) tracks the communication equipment index (931160), which includes listed companies involved in communication network equipment, terminal devices, and related services, reflecting the overall performance of the communication equipment sector [1]