通信ETF（515880）涨超3.2%，技术迭代与AI应用落地或成行业催化因素

Group 1 - Huawei is building a full-stack AI competitiveness through soft and hard collaboration from large model design to infrastructure, shifting its AI development strategy from benchmarking industry SOTA models to self-developed Ascend hardware tailored model architecture [1] - Huawei has introduced two innovative paths at the large model level: Pangu Pro MoE, which addresses load imbalance through a mixture of experts (MoGE) architecture, and Pangu Ultra MoE, which achieves collaborative optimization of training and inference through system-level optimization for Ascend hardware [1] - The new generation AI infrastructure, CloudMatrix, features a unified bus (UB) network as its core technology, reducing cross-node communication performance discrepancies through a distributed high-speed memory pool, providing a physical basis for upper-layer software innovation [1] Group 2 - The communication ETF (515880) tracks the communication equipment index (931160), which mainly covers listed companies engaged in communication network infrastructure and terminal equipment, characterized by high technical content and R&D investment [1] - The industry allocation focuses on 5G, Internet of Things, and related fields to reflect the overall performance of listed companies in the communication equipment sector [1]