Group 1 - The communication ETF (515880) has gained significant attention in the market, with a year-to-date increase of over 92%, making it the top-performing ETF in A-shares [1] - Recent inflows into the communication ETF have been substantial, with over 5 billion yuan net inflow yesterday and more than 5.3 billion yuan in the past 20 days [1] - Oracle has signed a partnership agreement with OpenAI to procure 300 billion dollars worth of computing resources over approximately five years, starting in 2027 [1] Group 2 - The light module market is expected to maintain high prosperity due to ongoing investments in computing infrastructure both domestically and internationally [2] - As of September 11, the communication ETF has a scale of nearly 12 billion yuan, with "light modules + servers + copper connections + optical fibers" accounting for over 77% of its composition [2] - The light module accounts for 50% of the ETF, indicating potential investment opportunities in related sectors [2]
通信ETF(515880)回调超2%，涨停后回调或为布局良机 “光模块ETF”哪里找？通信ETF光模块占比50%
Mei Ri Jing Ji Xin Wen·2025-09-12 06:33