通信ETF（515880）暴涨9%！“光模块ETF”哪里找？通信ETF（515880）光模块占比45%

Core Viewpoint - The communication ETF (515880) has seen significant inflows and growth, driven by optimism in the AI market and increasing capital expenditures from major cloud companies [3][5][10]. Group 1: Market Performance - On August 28, the communication ETF (515880) closed up over 9.3%, with net inflows exceeding 700 million yuan over four consecutive days [1]. - As of August 27, the total scale of the communication ETF surpassed 7 billion yuan, with over 1.6 billion yuan net inflows in the past 10 trading days [3]. Group 2: AI Market Outlook - NVIDIA's CEO Jensen Huang expressed optimism about the Chinese AI market, predicting a 50% growth next year and potential business opportunities of around 50 billion USD this year [3]. - The AI market is expected to be a significant growth driver, with major cloud companies increasing their capital expenditures, which will benefit the communication sector [9][10]. Group 3: Industry Drivers - The core driver for the communication industry is the continuous growth of global data traffic, facilitated by advancements from 3G to 5G technologies [5]. - The demand for communication equipment, such as base stations and optical modules, is expected to rise due to increased capital expenditures from both overseas and domestic AI companies [6][9]. Group 4: Policy Support - The Chinese government has issued policies to enhance AI infrastructure, which will directly catalyze the communication sector, particularly in building a national integrated intelligent computing network [9]. - By 2027, the government aims for over 70% penetration of new intelligent terminals and applications, which will further drive demand in the communication industry [9].