通信ETF（515880）开盘涨超2%，规模突破120亿元，连续5日吸金超40亿元，规模居同类第一，“光模块ETF”哪里找？布局光模块占比50%通信ETF

Group 1 - The core viewpoint is that AI is expected to be the largest industrial opportunity since cloud computing, with hardware components like GPUs and ASICs driving growth in the North American computing power industry [1] - The North American cloud service providers are experiencing a resonance between cloud revenue growth and capital expenditure, indicating a clear upward trajectory for AI development [1] - The optical module market is anticipated to maintain high prosperity due to ongoing investments in computing infrastructure, with optical modules accounting for 50% of the communication ETF, which has a scale exceeding 12 billion [1][2]