英伟达财报出炉催化，通信ETF（515880）大涨2%，没有“纯元”光模块ETF，看看 “甄嬛”通信ETF

Group 1 - The core viewpoint is that Nvidia's strong earnings report has positively influenced the communication ETF, leading to significant capital inflows and a bullish sentiment in the AI sector [1][2] - Nvidia reported revenue of $46.743 billion for Q2 of fiscal year 2026, a 56% year-over-year increase, surpassing market expectations of $46.1 billion [2] - The overall sentiment among AI companies and venture capitalists is optimistic, with expectations for increased adoption of enterprise-level generative AI, despite some delays in the release of large language models [2][5] Group 2 - The communication sector is driven by the continuous growth of global data traffic, with advancements from 3G to 5G enhancing data transmission efficiency [4] - Capital expenditure growth from major overseas cloud providers is a key driver for the communication industry, particularly in the light module and server manufacturing sectors [5][7] - The North American cloud providers' capital expenditures are projected to reach $71.11 billion in Q1 2025, with an expected total of $319 billion to $327 billion for the year, indicating a year-over-year growth of 30.2% to 33.5% [7] Group 3 - The Chinese government has issued policies to enhance AI infrastructure, emphasizing the optimization of national computing resources and the construction of an integrated intelligent computing network [8] - The demand for light modules, crucial for AI computing transmission, is expected to rise as operators accelerate the development of digital infrastructure [8] - The communication ETF's index includes over 70% representation of light modules, servers, copper connections, and optical fibers, reflecting the fundamentals of computing hardware [8]