Workflow
通信ETF(515880)连续5日迎资金净流入超38亿元,规模破百亿居同类第一,“光模块ETF”哪里找?布局光模块占比50%通信ETF
Mei Ri Jing Ji Xin Wen·2025-09-03 05:51

Group 1 - The continuous upgrade of domestic and international large models is increasing the demand for computing power, while chip performance improvements are driving breakthroughs in the AI industry [1] - AI is expected to be the largest industrial opportunity since cloud computing, with GPU growth remaining strong and ASIC potentially becoming the second growth engine next year [1] - North America's computing power industry chain is expected to maintain high growth rates in the coming quarters due to the resonance between cloud revenue growth and capital expenditure by cloud vendors [1] Group 2 - The optical module market is anticipated to maintain high prosperity against the backdrop of ongoing investments in computing infrastructure both domestically and internationally [1] - As of September 2, the scale of the communication ETF (515880) exceeded 10 billion, with "optical modules + servers + copper connections + optical fibers" accounting for over 77% [1] - Optical modules represent 50% of the ETF, indicating potential investment opportunities in related sectors [1]