通信ETF（515880）强势反弹4%，10日吸金超50亿元，AI算力或为板块性大行情

Group 1 - The computing sector has rebounded collectively, with the communication ETF (515880) rising over 4% and experiencing active trading [1] - Continuous capital inflow has been observed, with a net inflow exceeding 3.8 billion over the past five days and over 5.3 billion in the last ten days, bringing the current scale to over 11.4 billion, ranking first among similar products [1] - CITIC Securities indicates that the current AI user penetration rate is still low, and the development of large models is in the early to mid-stages, suggesting that the industrialization cycle has just begun, leading to significant investment opportunities in computing power [1] Group 2 - The communication ETF (515880) has nearly 50% allocation in optical modules, with "optical modules + servers + optical fibers + copper connections" accounting for over 75%, providing a comprehensive layout for the core engine of computing power [1] - Investors interested in related layout opportunities are encouraged to pay attention to the computing power sector [1]