通信ETF(515880)10cm涨停！“光模块ETF”哪里找？通信ETF光模块占比50%

Group 1 - Oracle's cloud infrastructure business (OCI) reported a staggering 359% increase in remaining performance obligations, reaching $455 billion, significantly exceeding expectations [1] - OCI revenue is projected to grow from $18 billion in the current fiscal year to $144 billion by 2030, driven by partnerships with major companies like OpenAI [1] - NVIDIA's recent financial results indicate a positive growth trend in North America, with total capital expenditures from the four major internet companies in North America reaching $95.8 billion in Q2 2025, a 64% year-over-year increase [1] Group 2 - AI is anticipated to be the largest industrial opportunity since cloud computing, with hardware components like GPUs and ASICs expected to drive growth [2] - The domestic AI market is showing early signs of revenue uplift from cloud services, with significant growth potential in the domestic GPU market [2] - The communication ETF (515880) has surpassed 10.3 billion yuan, with over 77% of its portfolio allocated to "optical modules + servers + copper connections + optical fibers," indicating a strong fundamental outlook for computing hardware [2]