通信ETF（515880）涨超1.9%，海外算力与AI需求驱动行业景气度提升

Group 1 - The communication industry is experiencing accelerated progress in the overseas computing power supply chain, with sustained investment in computing infrastructure expected to maintain high demand in the optical module market [1] - The commercial aerospace industry in China is becoming more complete, with the launch progress of the Thousand Ships Constellation expected to accelerate further, supported by optimized bidding mechanisms and clarified technical thresholds, promoting diversified development in the satellite internet launch service market [1] - Increased capital expenditure by operators and the growing demand for cloud services are providing continuous growth momentum for the communication equipment industry [1] Group 2 - The communication ETF (515880) tracks the communication equipment index (931160), which mainly includes listed companies involved in the manufacturing of communication network infrastructure, terminal equipment, and related products [1] - The index constituents possess high technical content and innovation capabilities, reflecting the overall performance of the communication equipment industry, with a focus on growth-oriented sectors [1] - Investors without stock accounts can consider the Guotai CSI All-Share Communication Equipment ETF Link A (007817) and Guotai CSI All-Share Communication Equipment ETF Link C (007818) [1]