通信ETF（515880）昨日净流入超2.7亿元，行业景气度获市场关注

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] - As of June 30, 2025, China's total computing power ranks second globally, driving rapid development in related industrial chain demand [1] - The successful launch of China's low-orbit satellite internet and the "one arrow, eleven stars" launch of the Geely constellation signify rapid internet development in the country [1] Group 2 - The low-altitude economy, as a typical scenario of the integration of the digital economy and manufacturing, is driving a new wave of infrastructure construction [1] - Communication operators, leveraging their natural advantages in network connectivity, have entered multiple low-altitude economic pilot zones and demonstration areas [1] - The rapid development of computing power in China is continuously enhancing the demand for related industrial chains, while the fast growth of satellite internet presents new development opportunities for the communication industry [1] Group 3 - The Communication ETF (515880) tracks the communication equipment index (931160), focusing on the communication equipment manufacturing sector [1] - This index selects listed company securities involved in the research, production, and development of communication network infrastructure, transmission equipment, and terminal devices to reflect the overall performance of the communication equipment industry [1] - The index is characterized by high technological content and growth potential [1]