AI产业链反弹，通信ETF（515880）涨超1%，机构称AI算力需求驱动光模块景气提升

Group 1 - The diversification of AI workloads is driving rapid growth in the custom chip market, with an expected market size of $94 billion by 2028 and a compound annual growth rate (CAGR) of 35% from 2023 to 2028, particularly in the custom computing and interconnect markets [1] - AI inference demand is reaching a turning point, with agent-based AI expected to be a core driver for the next phase of AI development, while computing power resources remain a major bottleneck for AI innovation, leading to significant investments in self-developed ASIC chips by major companies [1] - AI infrastructure requires synchronized innovations in computing, storage, and networking systems, with capital expenditure (capex) investments and upgrades being a definitive trend, benefiting the optical devices and modules sector due to increased demand from AI inference [1] Group 2 - The domestic computing power landscape remains robust, with breakthroughs in large model capabilities or applications expected to drive increased capex investments from major companies [1] - The theme of self-sufficiency is prevalent, with the expansion of the Ascend industrial chain's production capacity and yield improvements positively impacting the performance of related upstream and downstream companies [1] - The communication ETF tracks a communication equipment index compiled by China Securities Index Co., which selects listed companies involved in communication equipment manufacturing and related services from the A-share market, reflecting the overall performance of quality enterprises in the communication technology and network equipment sectors [1]