通信ETF（515880）上一交易日资金净流入超7000万元，行业在需求驱动下呈现高增长态势

Group 1 - The core viewpoint is that the overseas computing power industry chain in the communication sector is accelerating, with expectations for the optical module market to maintain high prosperity due to ongoing investments in computing infrastructure [1] - The focus on liquid cooling technology is increasing, especially with the mass production of NVIDIA's GB200 to GB300 chips, which will further enhance the use 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 [1] Group 2 - Meta and Microsoft's financial reports indicate both companies are increasing investments in the AI sector, with Meta raising its annual capital expenditure forecast to $66 billion, focusing on servers, data centers, and network infrastructure [1] - Microsoft's quarterly capital expenditure reached a record high of $24.2 billion, with plans to add new data center capacity and support liquid cooling technology [1] - Overall, the communication industry is experiencing high growth driven by computing power demand, with optical modules and liquid cooling technology being the core beneficiaries [1] Group 3 - The communication ETF (515880) tracks the communication equipment index (931160), which selects listed companies involved in communication network infrastructure and terminal equipment to reflect the overall performance of communication technology-related securities [1] - The index components are primarily concentrated in cutting-edge technology fields such as 5G, optical communication, and the Internet of Things, with a focus on information technology and telecommunications services [1]