通信ETF（515880）大涨5%，光模块占比50%，AI需求持续爆发

Group 1 - The core viewpoint of the article highlights the significant growth in the computing power sector, driven by the increasing demand for digital economy, with the communication ETF (515880) rising by 5% and experiencing active trading [1] - Continuous net inflows into the communication ETF have been substantial, exceeding 3.8 billion yuan over the past five days and over 5.3 billion yuan over the past ten days, with the current scale surpassing 11.4 billion yuan, ranking first among similar funds [1] - The traditional communication architecture is struggling to meet the demands for bandwidth and latency, while optical communication technology is emerging as a key solution due to its high bandwidth and low power consumption advantages [1] Group 2 - There is a notable increase in demand for high-speed optical modules, with leading companies in the sector reporting strong order situations in the second quarter, particularly in the North American market, where order volumes have significantly increased since the beginning of the year [1] - The communication ETF (515880) has nearly 50% exposure to optical modules, and the combined exposure to "optical modules + servers + optical fibers + copper connections" exceeds 75%, making it a core engine for computing power investments [1]