通信ETF（515880）回调超8%，把握通信板块回调布局机会，“光模块ETF”哪里找？布局光模块占比50%通信ETF

Group 1 - The short-term fluctuations do not alter the long-term growth outlook for AI, with a clear trend emerging in the industry [1] - North America is experiencing rapid growth in cloud revenue, which is positively impacting computing infrastructure, creating a virtuous cycle [1] - Domestic cloud vendors are also showing similar trends, indicating a broader acceleration in AI growth [1] Group 2 - The release of high-performance large models this year, following the launch of NVIDIA's GB200, has supplemented computing resources for cloud vendors [1] - The software development pace has also improved, contributing to the industrialization of AI, which is currently in its early to mid-stage of growth [1] - The market for optical modules and PCB is expanding, with growth rates likely not peaking this year, suggesting potential for upward valuation adjustments [1] Group 3 - Continuous investment in computing infrastructure both domestically and internationally is expected to maintain high demand in the optical module market [1] - As of September 3, the scale of the communication ETF (515880) exceeded 12 billion, with "optical modules + servers + copper connections + optical fibers" accounting for over 77% [1] - Optical modules represent 50% of this composition, highlighting investment opportunities in related sectors [1]