AI算力需求激增带动光通信大涨，大数据ETF(159739)涨超2%

Group 1 - AI data center construction is accelerating, driving innovation in optical communication and chip industries, with a focus on optical modules, chips, and satellite communication technologies, presenting growth opportunities for leading companies [1] - Over 60% of institutional investors plan to increase holdings in AI-related stocks, particularly in chip manufacturers and cloud computing giants, with 45% of respondents expecting AI computing power demand to double in the next three years [1] - The big data ETF (159739.SZ) rose by 2.02%, and its related index for cloud computing (930851.CSI) increased by 2.09%, with significant gains in major constituent stocks such as NewEase (up 10.74%) and Zhongji Xuchuang (up 6.25%) [1] Group 2 - The communication industry is expected to experience growth opportunities due to system collaboration optimization trends, as highlighted by Galaxy Securities [2] - Bank of China International emphasizes that the Ascend 384 super node achieves domestic computing power industry chain linkage through high-speed interconnection technology, driving structural growth in supporting sectors like liquid cooling and PCB boards [2] - Major telecom operators like China Telecom and China Mobile are increasing investments in computing power infrastructure, significantly enhancing domestic production rates and cloud business revenues, confirming the evolution of cloud computing infrastructure into core productivity [2]