通信ETF（515880）回调跌1.5%，10日吸金超17亿元

Group 1 - The core viewpoint of the news highlights a recent decline in the communication ETF (515880) by over 1.5%, despite a net inflow of over 1.7 billion yuan in the past 10 days, bringing the total scale to over 5.6 billion yuan [1] - The AI industry chain in A-shares, particularly in sectors like optical modules and PCBs, has seen significant growth due to factors such as Nvidia's GB200 shipments and higher-than-expected capital expenditures from overseas internet cloud companies [1] - The optical module sector holds a core position in the global supply chain, with demand from North American firms primarily fulfilled by companies in mainland China, indicating a strong growth trajectory for leading companies in this space [1] Group 2 - The communication ETF (515880) has over 40% of its index composition in optical modules, with servers and copper connections making up over 60%, suggesting a high concentration in key segments of the AI and communication indices [1] - The acceleration of the AI arms race is expected to drive significant growth in the performance of overseas communication equipment chains, indicating further investment opportunities in this area [1]