Group 1 - The communication ETF (515880) experienced fluctuations but is currently up over 1.4%, with a trading volume of nearly 1.5 billion yuan [1] - There was a net inflow of over 1.3 billion yuan following a decline yesterday, with total inflows exceeding 3.8 billion yuan over the past five days, bringing the current scale to over 11.5 billion yuan, ranking first among similar funds [2] - Longcheng Securities indicates that the ongoing global AI wave is significantly increasing the demand for computing power, particularly for domestic models like DeepSeek, which will lead to sustained growth in domestic computing power demand [2] Group 2 - The communication ETF (515880) has nearly 50% allocation in optical modules, and the combined allocation of "optical modules + servers + optical fibers + copper connections" exceeds 75%, making it a key player in the computing power sector [2] - Investors without stock accounts can consider the communication ETF linked funds (Link A: 007817; Link C: 007818) [3]
通信ETF（515880）涨超1.4%，5日吸金近40亿元，光模块占比近50%
Mei Ri Jing Ji Xin Wen·2025-09-03 03:02