中报超预期提振！通信ETF（515880）午后大涨超6%，近10日吸金超20亿元，规模近70亿元！没有“纯元”光模块ETF，看看“甄嬛”通信ETF！

Group 1 - Major telecommunications companies recently reported mid-year results, showing revenue growth that exceeded expectations, positively impacting the telecommunications sector [1] - The computing hardware sector remains highly prosperous, driven by AI, with several favorable factors for the future, including increased penetration of AI applications and the trend of domestic substitution in chip manufacturing [1] - Investors are encouraged to continue monitoring and positioning themselves in the computing hardware sector for potential opportunities [1] Group 2 - Although there is currently no "pure yuan" optical module ETF, smart capital is actively investing in the "Zhen Huan" telecommunications ETF (515880), which has a 45% allocation to optical modules [1] - As of August 26, the telecommunications ETF has attracted over 2 billion yuan in the past 10 days, with a total scale nearing 7 billion yuan [1] - The index of the telecommunications ETF (515880) has a 45% allocation to optical modules, and when combined with servers, copper connections, and optical fibers, the core segment allocation exceeds 70%, indicating a strong focus on key components in the mainstream AI and telecommunications indices [1]