光模块概念爆发！通信设备ETF（159583）盘中涨幅达5.74%

Group 1 - Technology stocks are performing strongly, with communication equipment and electronic components sectors leading the gains, as evidenced by the communication equipment ETF (159583) rising by 5.74% [1] - The top three holdings in the entrepreneurial AI ETF (159246) are major players in the optical module sector, with their combined weight reaching 35.1%, indicating a significant focus on optical modules within these ETFs [1] - The communication equipment ETF (159583) has a combined weight of over 43% in its top optical module companies, reflecting the importance of this segment in the ETF's composition [1] Group 2 - The demand for high-end optical modules is expected to grow due to the continuous development of AI, with a projected 10% quarter-on-quarter growth in global optical module sales by Q2 2025, driven primarily by the demand for 800G Ethernet optical modules [2] - The global market for optical modules is forecasted to grow at a CAGR of 22% from 2024 to 2029, potentially exceeding $37 billion by 2029 [2] - The communication equipment ETF (159583) closely tracks the CSI Communication Equipment Theme Index, which includes 50 listed companies involved in communication equipment manufacturing and services, highlighting the high representation of optical module leaders and computing hardware firms [2]