通信ETF（515880）反弹涨超2%，光模块占比近50%

Group 1 - The communication ETF (515880) experienced a strong rebound after a period of volatility, currently up over 2% with a trading volume exceeding 2.2 billion yuan [1] - Following a decline, there was a net inflow of over 1.3 billion yuan 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 its peers [2] - The communication ETF has a nearly 50% allocation in optical modules, with "optical modules + servers + optical fibers + copper connections" accounting for over 75%, indicating a strategic focus on core computing engines [2]