通信ETF（515880）跌超5%，成交额超20亿元，光模块占比近50%

Group 1 - The computing sector experienced a significant pullback, with the communication ETF (515880) dropping over 5% and current trading volume exceeding 2 billion [1] - Huaxi Securities indicated that AI in the overseas computing chain continues to show high growth and elevated guidance, while there is short-term volatility pressure due to chip turnover; domestic computing chains are seeing a rebound driven by local demand [1] - The communication ETF (515880) has over 75% allocation in "optical modules + servers + optical fibers + copper connections," making it a key player in the computing core engine, presenting potential investment opportunities for interested investors [1] Group 2 - Investors without stock accounts can consider the communication ETF linked funds (Link A: 007817; Link C: 007818) [2]