AI+行动意见出台，光模块拉升！通信设备ETF（159583）盘中涨幅达4.95%

Group 1 - The technology sector continues to perform well, with communication-related stocks leading the gains, particularly in AI chips, storage chips, and communication equipment [1] - The Communication Equipment ETF (159583) saw an intraday increase of 4.95%, while the Sci-Tech Chip ETF (588810) rose by 2.90% [1] - Notable performers within the Communication Equipment ETF include New Yisheng, which surged over 12%, and Cambridge Technology, which hit the daily limit, while Zhongji Xuchuang increased by over 7% [1] Group 2 - The State Council issued an opinion on the "Artificial Intelligence +" initiative, aiming for deep integration of AI with six key sectors by 2027, with a target application penetration rate of over 70% for new intelligent terminals and agents [1] - Several leading AI companies reported better-than-expected earnings, with Cambrian's revenue for the first half reaching 2.881 billion yuan, a year-on-year increase of 4347.82%, and a net profit of 1.038 billion yuan, successfully turning a profit [1] - Zhongji Xuchuang reported a revenue of 14.789 billion yuan for the first half, a growth of 36.95%, and a net profit of 3.995 billion yuan, reflecting a growth of 69.40% [1] Group 3 - The Communication Equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction [1] - The index heavily features leading companies in optical modules and computing hardware, accurately reflecting the development trends in the optical module and computing industries [1] - Investors without market accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]