通信ETF（515880）盘中涨超2.5%，冲击四连阳！“光模块ETF”哪里找？通信ETF（515880）光模块占比超40%！

Core Viewpoint - The optical module industry is experiencing significant growth driven by AI demand and advancements in technology, with a notable increase in market activity and investment in related sectors [3][4][7]. Group 1: Market Performance - On August 13, the optical module industry chain saw a substantial increase, with the communication ETF (SH515880) rising over 2.5%, marking a new high and achieving a net inflow of over 450 million yuan for five consecutive days [1]. - The release of half-year reports is catalyzing the performance of companies within the optical module sector, particularly those involved in the 800G market, which is expected to show significant upward trends in earnings [3]. Group 2: AI and Demand Drivers - AI development is anticipated to be the primary driver of high-end optical module demand over the next decade, with substantial growth in computing and storage needs due to the ongoing evolution of large models like OpenAI's GPT-5 [4]. - The global optical module market is projected to grow at a compound annual growth rate (CAGR) of 22% from 2024 to 2029, potentially exceeding $37 billion by 2029, largely fueled by the demand for 800G Ethernet optical modules [4]. Group 3: Investment Opportunities - The communication ETF (515880), which has over 40% exposure to optical modules, is positioned to benefit significantly from the surge in AI computing demand, with the top three holdings accounting for over 32% of the ETF [7]. - The optical module market is expected to maintain a high level of prosperity due to ongoing investments in computing infrastructure both domestically and internationally [7].