WAIC2025展现AI应用井喷，“光模块ETF”——通信ETF（515880）盘中涨超2%

Core Insights - The 2025 World Artificial Intelligence Conference (WAIC) was held in Shanghai from July 26 to 28, showcasing over 3,000 cutting-edge exhibits, including more than 100 global debuts and Chinese firsts, highlighting the innovation vitality and development trends in the AI industry [1] Group 1: Industry Trends - China's digital economy is transitioning from the "Internet+" phase to the "Artificial Intelligence+" phase, with a surge in relevant policies and accelerated implementation of "AI + industry applications," potentially replicating the high-growth development seen in "Internet + industry applications" [1] - The AI development is still in its early stages, and with ongoing investments in computing infrastructure both domestically and internationally, the optical module market is expected to maintain a high level of prosperity [1] Group 2: Investment Opportunities - The communication ETF (515880), which has over 40% optical module content and is dominated by three major companies accounting for over 32%, is likely to benefit significantly from the explosive demand for AI computing power [1]