AI再迎重大催化！通信ETF（515880）单日涨近3%，光通信龙头集结！

Core Viewpoint - The recent surge in the communication sector, particularly driven by the performance of the Communication ETF (515880), indicates a positive trend in the market, with significant gains in related stocks and a favorable outlook for the AI-driven computing industry [1][3]. Group 1: Market Performance - The Shanghai and Shenzhen markets are experiencing high-level fluctuations, with the ChiNext Index rising by 1.15% [1]. - The Communication ETF (515880) has seen an increase of nearly 2.89%, with key holdings like Ruijie Networks and Industrial Fulian approaching their daily limit [1]. Group 2: AI Catalysts - Nvidia's market capitalization reached a historic high of $3.92 trillion, surpassing Apple's previous record, which has positively impacted related stocks in the domestic supply chain [3]. - CoreWeave has deployed Nvidia's GB300NVL72 system, achieving a 50-fold increase in output compared to the previous generation [3]. Group 3: Company Performance - Century Internet has raised its revenue guidance from 9.1-9.3 billion yuan (10%-13% year-on-year growth) to 9.15-9.35 billion yuan (11%-13% year-on-year growth), driven by faster-than-expected entry of wholesale IDC customers and improved operational efficiency [3]. Group 4: Investment Opportunities - The AI training demand is resonating globally, suggesting an increase in the prosperity of related computing power sectors, including optical modules, copper connections, AIDC, and liquid cooling [3]. - The Communication ETF (515880) tracks the communication equipment index and has shown a performance increase of 8.52% since April 1, 2025, outperforming the 800 communication and 5G communication indices [4].