通信ETF（515880）涨超3.6%，AI与卫星互联网驱动行业景气度提升

Group 1 - The global AI sector continues to thrive, with the communication and communication equipment industry showing strong performance [1] - Industrial Fulian's AI server revenue has increased by over 60% year-on-year, with the GB200 series products ramping up production, and revenue from 800G high-speed switches expected to grow nearly threefold compared to 2024 [1] - Lumentum's cloud computing and networking business revenue has grown by 66.5% year-on-year, driven by strong demand for AI data center products [1] Group 2 - Domestic optical communication companies are experiencing rapid growth, with Huagong Technology's high-speed optical module revenue increasing by 124% year-on-year, and Taicheng Light's dual layout in MPO+CPO fields steadily advancing [1] - The three major telecom operators are expected to show steady growth in performance in the first half of 2025, with capital expenditure as a percentage of revenue continuing to decline and dividend ratios increasing [1] - The communication ETF (515880) tracks the communication equipment index (931160), which focuses on the manufacturing and related services of communication equipment, reflecting the overall performance of the communication equipment industry [1]