通信ETF（515880）盘中10cm跌停，把握通信板块回调布局机会

Group 1 - The Shanghai Municipal Economic and Information Commission has announced the implementation of the national "Artificial Intelligence +" initiative, focusing on high-quality industrial development and the integration of AI with key areas such as technology, industry, consumer quality, public welfare, and governance capabilities [1] - Institutions indicate that short-term fluctuations do not alter the long-term growth trajectory of AI, with North America experiencing rapid growth in cloud revenue that supports infrastructure, creating a positive feedback loop [1] - The optical module market is expected to maintain high prosperity due to ongoing investments in computing infrastructure, with the communication ETF (515880) exceeding 12 billion yuan and showing a strong representation of computing hardware fundamentals [1]