关注AI算力机遇，通信板块大涨，通信ETF（515880）收涨超4.6%

Group 1 - The communication sector experienced a significant increase, with the communication ETF (515880) rising over 4.6% on July 8 [1] - The demand for high-speed optical modules is expected to enhance the industry's profitability, driven by the rise of large models and generative AI applications, which are expanding the AI server market [1] - According to Lightcounting's forecast, the market size for 800G Ethernet optical modules is projected to exceed $40 billion by 2025, with the overall market for 800G and 1.6T optical modules expected to surpass $16 billion by 2029 [1] Group 2 - Chinese optical module manufacturers have been increasing their global market share, with the latest 2024 global optical module TOP10 list showing Chinese firms occupying 7 out of 10 positions [1] - The communication ETF (515880) tracks the communication equipment index and includes listed companies involved in communication equipment manufacturing and technology services, reflecting the overall performance of the sector [1] - The optical module weight in the communication ETF (515880) is nearly 30%, positioning it to benefit significantly from the current AI wave [1]