Xin Lang Cai Jing·2025-08-28 03:31Core Viewpoint - The communication sector is experiencing significant growth, with the National Communication Index rising by 4.20% and notable increases in individual stocks, indicating a bullish market trend [1][4]. Group 1: Market Performance - As of August 28, 2025, the National Communication Index has increased by 4.20%, with Tianfu Communication rising by 15.00% and Dekeli by 13.98% [1]. - The Communication ETF (159695) has risen by 4.37%, with a weekly cumulative increase of 9.78% as of August 27, 2025 [1][4]. - The Communication ETF has recorded a trading volume turnover of 11.66% and a total transaction value of 20.30 million yuan, reflecting active market trading [4]. Group 2: Fund Performance - The latest scale of the Communication ETF reached 169 million yuan, marking a one-year high and ranking first among comparable funds [4]. - The ETF's share count has reached 93.81 million, also a three-month high, maintaining its leading position among similar funds [4]. - Over the past three days, the ETF has seen continuous net inflows, with a peak single-day net inflow of 10.61 million yuan, totaling 19.72 million yuan [4]. Group 3: Industry Insights - According to Guosheng Securities, the optical module market is at the beginning of a growth phase, transitioning from rapid earnings growth to valuation enhancement [5]. - The top ten weighted stocks in the National Communication Index account for 61.8% of the index, with key players including Zhongji Xuchuang, Xinyi Sheng, and China Telecom [5][7]. - The industry is expected to benefit from three key factors: AI closed-loop developments, new fund inflows, and ongoing industry innovation [5].