通信ETF（515880）上一交易日净流入超0.5亿，市场关注算力与卫星通信需求增长

Group 1 - The core viewpoint of the article highlights the continuous growth in demand for the computing power industry chain driven by the increasing capital expenditure of North American tech giants, with Meta and Microsoft planning to invest hundreds of billions in building large-scale data centers [1] - China's number of large models has reached 1,509, ranking first globally, which is expected to boost the demand for related industry chains [1] - The successful launch of low-orbit satellites in China marks a new phase in the construction of satellite internet constellations, providing broadband communication services and further driving demand in the telecommunications industry [1] Group 2 - The total number of 5G base stations in China has reached 4.251 million, with a 5G user penetration rate exceeding 71%, and over 300 cities achieving 5G-A coverage, creating development opportunities for communication equipment manufacturing [1] - The Communication ETF (515880) tracks the communication equipment index (931160), focusing on companies involved in the research and production of communication network infrastructure and terminal devices, reflecting the overall performance of the telecommunications equipment industry [1]