通信ETF（515880）大涨5%，持续吸金超20亿元，AI浪潮持续加速，催生算力需求指数级提升

Group 1 - The State Council has issued opinions on the implementation of the "Artificial Intelligence +" initiative, aiming for deep integration of AI with six key sectors by 2027, with over 70% penetration of new intelligent terminals and applications [1] - The AI computing power has surged, leading to a 5% increase in the communication ETF (515880), with net inflows exceeding 2 billion yuan in the last 10 days, bringing the total scale to over 6.8 billion yuan [1] Group 2 - The global AI arms race is accelerating, expanding the demand for AI infrastructure, with significant growth potential in the communication equipment supply chain [2] - The communication ETF's index includes over 70% representation from "optical modules, servers, copper connections, and optical fibers," indicating a strong fundamental basis for computing hardware [2] - Domestic AI models like DeepSeek are advancing, and geopolitical factors are expected to drive sustained growth in domestic computing power demand, enhancing the potential for self-sufficiency in computing infrastructure [2]