Group 1 - The core viewpoint is that the "Zhen Huan" Communication ETF (515880) has attracted nearly 2 billion yuan in the last 10 days, with a total scale exceeding 6.6 billion yuan, indicating strong investor interest in the sector [1] - The current market for optical modules is experiencing a significant uptrend, with the optical module content in the Communication ETF at 45%, suggesting a strategic investment opportunity in this area [1] - According to Guosheng Securities, the optical module sector is transitioning from rapid earnings growth to a critical phase of valuation enhancement, with leading companies moving from "earnings realization" to "value reassessment" [1] Group 2 - The Communication ETF's index has a 45% weight in optical modules, and when combined with servers, copper connections, and optical fibers, the total exceeds 70%, indicating a high concentration of core segments compared to other AI and communication indices [1]
没有“纯元”光模块ETF，看看“甄嬛”通信ETF！通信ETF（515880）近10日吸金近20亿元，规模超66亿元！
Mei Ri Jing Ji Xin Wen·2025-08-26 03:34