通信ETF（515880）上一交易日资金净流入超7000万元，市场算力与卫星互联网需求提升

Group 1 - The core viewpoint is that the continuous increase in capital expenditure by North American tech giants is expected to drive sustained growth in the computing power industry chain, with Meta and Microsoft planning to invest hundreds of billions and $80 billion respectively in AI computing centers [1] - China's number of large models has reached 1,509, ranking first globally, which will boost the demand for related industry chains [1] - The successful launch of the low-orbit satellite group marks a new phase in the constellation network construction, primarily providing broadband communication and internet access services [1] Group 2 - The rapid development of AI, combined with the accelerated advancement of satellite internet, is driving continuous demand growth in the telecommunications industry [1] - China's 5G infrastructure is continuously improving, with a total of 4.251 million 5G base stations built and a 5G user penetration rate exceeding 71%, with over 300 cities achieving 5G-A coverage [1] - The communication ETF (515880) tracks the communication equipment index (931160), which selects listed company securities involved in communication network infrastructure and related manufacturing to reflect the overall performance of the telecommunications industry [1]