通信ETF(159695)逆势红盘，冲击6连涨，光模块龙头领涨AI算力需求持续释放

Core Insights - The communication sector is experiencing fluctuations, but the fundamentals of the optical module industry remain strong due to significant demand in the AI computing space, indicating a favorable investment opportunity in the long term [4]. Group 1: Market Performance - As of September 23, 2025, the Guozheng Communication Index decreased by 0.28%, with Yongding Co., Ltd. leading the gains at 10.00% [1]. - The Communication ETF (159695) has shown resilience, achieving a six-day consecutive increase despite the overall market decline [1]. - The Communication ETF recorded a turnover of 10.61% during the trading session, with a total transaction value of 31.588 million yuan [3]. Group 2: Fund Performance - Over the past two weeks, the Communication ETF's scale increased by 35.1476 million yuan, ranking first among comparable funds [3]. - The ETF has seen a net inflow of 10.1009 million yuan over the last ten trading days, despite a recent net outflow of 17.4384 million yuan [3]. - The Communication ETF's net value has risen by 113.58% over the past year, placing it in the top 8.34% among index equity funds [3]. Group 3: Key Stocks - The top ten weighted stocks in the Guozheng Communication Index account for 64.43% of the index, with significant players including Xin Yiseng, Zhongji Xuchuang, and ZTE [4][6]. - Zhongji Xuchuang saw a price increase of 3.74%, while China Telecom and ZTE experienced declines of 0.74% and 3.47%, respectively [6]. Group 4: Strategic Developments - Nvidia has signed a letter of intent with OpenAI for a strategic partnership, planning to invest up to 100 billion dollars, which will enhance the deployment of AI models using Nvidia's GPUs [3].