通信ETF（515880）盘中涨超2.8%，技术升级与政策红利共振

Core Insights - The communication industry is expected to experience a period of technological iteration and policy dividends by 2025, with new productive forces such as AI, quantum communication, and low-altitude economy driving growth [1] - The recovery of cellular IoT modules from inventory adjustments, along with the ongoing construction of communication facilities like base stations, optical cable lines, and data centers, will create new demands for devices, equipment, and service operations [1] - Building efficient, secure, and sustainable computing infrastructure is crucial for supporting the high-quality development of the information and communication industry, as well as promoting digital economy and technological innovation [1] - Satellite technology is becoming a key complementary solution to ground networks, with technological advancements, standardization, and cost reductions creating new opportunities in consumer, enterprise, and IoT markets [1] - The secondary sub-sectors of the communication industry have recently seen an overall increase, with the communication network equipment and devices sector leading in growth [1] - The communication ETF (515880) tracks the communication equipment index (931160), which selects listed companies involved in the research and manufacturing of communication network infrastructure, terminals, and related supporting equipment [1] - The constituent stocks of the index possess high technological content and innovation capabilities, with a focus on cutting-edge technology fields such as 5G and optical communication [1]