通信ETF（515880）涨超2.3%，算力需求与政策催化或支撑行业景气

Core Viewpoint - The communication ETF (515880) has risen over 2.3%, driven by Nvidia's H20 chip approval for sales to China, which is expected to alleviate domestic computing power shortages and promote the development of large models and AI applications [1] Group 1: Industry Developments - Nvidia's H20 chip approval is anticipated to ease the shortage of computing power in China, benefiting downstream AI applications [1] - Meta plans to invest several hundred billion dollars in AI, with a goal to deploy a supercluster with computing capacity exceeding 1GW, positively impacting related supply chains such as PCB, optical modules, and switches [1] - The communication industry is making continuous progress in satellite internet, 5G-A, and 6G standard research, with ongoing policy catalysts indicating a positive long-term development outlook [1] Group 2: Market Performance - The AI computing sector is benefiting from the lifting of restrictions on upstream computing cards, performance iterations of large models in the midstream, and increased capital expenditure in the downstream, leading to an overall positive industry trend [1] - The communication ETF (515880) tracks the communication equipment index (931160), focusing on communication equipment manufacturing and related services, including network infrastructure and communication terminals [1] - The index includes leading listed companies in 5G, optical communication, and IoT technologies, aiming to reflect the overall performance and development trends of the communication equipment industry [1] Group 3: Investment Options - Investors without stock accounts can consider the Guotai CSI All-Share Communication Equipment ETF Connect A (007817) and Guotai CSI All-Share Communication Equipment ETF Connect C (007818) [1]