通信ETF（515880）上一交易日资金净流入2.1亿，行业多重驱动因素受关注

Group 1 - The communication ETF (515880) saw a net inflow of 210 million in the last trading day, indicating strong investor interest in the sector [1] - The overseas computing power industry chain in the communication sector is progressing rapidly, with sustained investment in computing infrastructure, suggesting a high level of market activity in the optical module market [1] - The demand for IT data communication and communication networks is significantly driven by strong AI application needs, which are expected to continue driving overall industry business expansion in the coming years [1] Group 2 - China's commercial aerospace industry chain is becoming increasingly complete, with a diversified development in the satellite internet launch service market, and the launch pace is expected to accelerate in the second half of the year [1] - The communication equipment sector is maintaining a high growth trend driven by multiple factors including AI, cloud computing, and satellite communication [1] - The communication ETF (515880) tracks the communication equipment index (931160), which selects listed companies involved in communication network infrastructure, terminal equipment, and related product manufacturing [1]