通信ETF（515880）盘中涨超1.2%，海外算力投入与液冷技术受关注

Group 1 - The core viewpoint is that the overseas computing power industry chain in the communication sector is progressing rapidly, with sustained investment in computing infrastructure expected to maintain a high level of market prosperity for optical modules [1] - The focus on liquid cooling technology is increasing, particularly with the mass production and delivery of NVIDIA's GB200 to GB300, which is expected to enhance the usage of cold plates [1] - Major companies like Microsoft and Google are announcing new data centers that will support liquid cooling technology to improve energy efficiency, indicating a trend towards AI-driven infrastructure development [1] Group 2 - The communication ETF (515880) tracks the communication equipment index (931160), which focuses on companies involved in the manufacturing of communication equipment and related services [1] - This index selects listed companies that are engaged in communication network infrastructure construction and terminal equipment manufacturing, reflecting the overall performance of the communication equipment industry [1] - The index is characterized by high technological content and growth potential, effectively capturing market dynamics and development trends in the communication equipment sector [1]