通信ETF（515880）昨日净流入超1.3亿，技术突破与需求增长驱动行业前景

Group 1 - The communication and communication equipment industry is experiencing accelerated development driven by AI technology, with key variables being system integration capability, industry collaboration depth, and product engineering maturity [1] - AI agents are deeply embedded in vertical industries such as healthcare, finance, and manufacturing, enhancing business efficiency through scenario logic modeling and workflow integration [1] - CoWoP packaging technology is expected to stimulate high-end PCB demand with its low-cost and high-efficiency characteristics, utilizing mature production lines to shorten delivery cycles [1] Group 2 - Meta and Microsoft's latest financial reports indicate rapid growth in AI-driven advertising and cloud businesses, with Azure's annual revenue reaching $75 billion, highlighting the potential of AI applications [1] - In the communication equipment sector, BOE has surpassed Samsung Display in the foldable OLED screen market, becoming the industry leader, while TCL Technology's display business saw a net profit increase of over 70% year-on-year in the first half of the year, demonstrating resilience under a high-end strategy [1] - The communication ETF (515880) tracks the communication equipment index (931160), which selects securities from companies involved in the research and manufacturing of communication network infrastructure, terminal devices, and related products, reflecting the overall performance of listed companies in the communication equipment industry [1]