通信ETF（515880）开盘上攻超2%，规模超120亿元，“光模块ETF”哪里找？布局光模块占比50%通信ETF

Group 1 - The optical module CPO concept has been strong recently, with the communication ETF (515880) opening up over 2%, attracting significant capital inflow, totaling over 4.1 billion yuan in the last five days and over 6.3 billion yuan in the last 20 days, currently exceeding 12 billion yuan in scale [1][2] - Google's image generation and editing model, Gemini 2.5 Flash Image, known as "nano banana," has gained popularity due to its effective image editing capabilities, showcasing significant potential across various fields [1] - NVIDIA's recent financial report indicates a positive growth trend, with global data center capital expenditure expected to reach 3 to 4 trillion dollars by 2030, and North America's four major internet companies projected to spend a total of 95.8 billion dollars in capital expenditures by Q2 2025, reflecting a 64% year-on-year increase [1] Group 2 - AI is anticipated to be the largest industrial opportunity since cloud computing, with hardware growth driven by GPUs and ASICs, particularly in North America, where the performance of the computing power industry chain is expected to maintain high growth in the coming quarters [2] - The optical module market is expected to maintain high prosperity due to ongoing investments in computing infrastructure, with the communication ETF (515880) showing over 77% representation from "optical modules + servers + copper connections + optical fibers," with optical modules alone accounting for 50% [2]