1000亿美元！英伟达将投资OpenAI，通信ETF（515880）开盘大涨超4%

Group 1 - Nvidia and OpenAI have announced a milestone strategic cooperation, with OpenAI set to build and deploy at least 10 gigawatts of AI data centers equipped with millions of Nvidia GPUs for next-generation AI infrastructure [1] - Nvidia plans to invest up to $100 billion to support the deployment plans, including data centers and power capacity [1] - Following this news, the communication ETF (515880) surged over 4% at the open, leading the market with a year-to-date increase of over 105%, ranking first among A-share ETFs [1] Group 2 - Guosheng Securities noted significant volatility in the optical communication sector recently; however, large overseas AI computing orders and strong demand indicate that the fundamentals of the optical module industry remain solid [1] - The AI-driven computing expansion cycle is far from over, and the recent emotional market adjustments provide better investment opportunities for investors [1] - The communication ETF (515880) has nearly 50% exposure to optical modules, with "optical modules + servers + optical fibers + copper connections" accounting for over 75%, presenting a core engine for computing layout [1]