光模块“双雄”今日新高！“光模块ETF”哪里找？通信ETF（515880）盘中大涨4%，光模块占比超40%，连续5日净流入超4亿元

Core Viewpoint - The optical module industry is experiencing significant growth, driven by increasing demand for AI computing power and advancements in communication technology [1][2]. Group 1: Market Dynamics - The optical module market is expected to maintain high prosperity due to ongoing investments in computing infrastructure both domestically and internationally [2]. - The communication ETF (515880) has over 40% exposure to optical modules, with the top three companies in the sector accounting for more than 32% of the index [1][2]. Group 2: Supply and Demand Factors - On the supply side, the release of NVIDIA's GB200 rack is anticipated to improve the fundamentals of the industry significantly [1]. - The demand for computing power is rapidly increasing, driven by the growth in the number of inference users and the expansion of application scenarios [1]. - The scaling laws continue to drive the demand for training computing power, particularly for models like Grok4, which are experiencing rapid growth [1]. Group 3: AI and Software Impact - The emergence of AI applications, such as AI glasses, is expected to accelerate market growth, with a clear trend of dual growth in cloud services [1]. - Large AI models like GPT are being deployed, which may further intensify related demand [1]. - Although AI models are evolving quickly, the industry still requires improvements in intelligence levels to achieve transformative changes [1].