通信ETF（515880）当日涨超1.5%，AI算力需求与光模块景气度受关注

Group 1 - The core viewpoint highlights the integration of 5G/5G-A and AI in smart manufacturing, smart vehicles, and low-altitude economy, showcasing industry collaboration trends during the 2025 MWC Shanghai [1] - The communication industry is experiencing high prosperity, with North American cloud providers' Capex expected to reach $595 billion by 2025 and potentially exceed $1 trillion by 2028, reflecting a CAGR of 20% [1] - The demand for customized ASICs in cloud services is significantly increasing, with the market size projected to grow from $6 billion in 2023 to $40.8 billion by 2028, achieving a CAGR of 47% [1] Group 2 - 5G-A technology focuses on four commercial directions: AI/ML empowerment, performance enhancement, Redcap, and satellite communication integration, driving digital transformation [1] - The emergence of 6G technology is expected to reshape social ecology and become the digital foundation of an intelligent society, with large models, intelligent agents, and intelligent computing forming the core industry engine [1] - Telecom operators are accelerating the layout of Mobility as a Service (MaaS) platforms, promoting intelligent upgrades across various industries, while optical modules and optical devices benefit from the high prosperity of AI [1]