通信ETF（515880）涨超3.5%，行业景气与政策驱动共振

Group 1 - The core viewpoint is that during the "14th Five-Year Plan" period, China's digital infrastructure, digital technology innovation, and digital economy are developing rapidly and are at a world-leading position [1] - By June 2025, China's total computing power will rank second globally, driving rapid development in related industrial chains [1] - The successful launch of China's low-orbit satellite internet and the "one arrow, eleven stars" launch of the Geely constellation signifies rapid internet development in the country [1] Group 2 - The low-altitude economy, as a typical scenario of the integration of digital economy and manufacturing, is driving a new wave of infrastructure construction [1] - Communication operators, leveraging their natural advantages in network connectivity, have taken the lead in entering multiple low-altitude economic pilot zones and demonstration areas [1] - The rapid development of computing power in China is continuously enhancing the demand in related industrial chains, while the booming satellite internet presents development opportunities for the communication industry [1] Group 3 - The Communication ETF (515880) tracks the communication equipment index (931160), which selects listed companies involved in communication network infrastructure, terminal equipment, and related manufacturing [1] - The index constituents are characterized by high technological content and strong innovation capabilities, aiming to reflect the overall performance and development trends of listed companies in the communication equipment industry [1] - Investors without stock accounts can consider the Guotai CSI All-Share Communication Equipment ETF Connect A (007817) and Connect C (007818) [1]