Group 1 - The A-share market experienced a rebound on September 24, with AI computing power concepts such as optical modules and PCBs seeing a rise after an early decline [1] - The 5G Communication ETF (515050) increased by 0.28%, with major holdings like Luxshare Precision and Zhongbei Communication rising over 6%, and Sanan Optoelectronics and Dalian Technology increasing over 4% [1] - The 5G Communication ETF tracks the CSI 5G Communication Theme Index, focusing on the supply chains of Nvidia, Apple, and Huawei, with optical module CPO stocks accounting for 38% and PCB stocks for 14% of the index [1] Group 2 - The top ten holdings of the ETF include Xinyi Technology, Zhongji Xuchuang, Luxshare Precision, Industrial Fulian, ZTE, Zhaoyi Innovation, Huhua Electronics, Tianfu Communication, GoerTek, and Dongshan Precision, collectively representing 62.27% of the ETF [1] - The ETF, known as Huaxia CSI 5G Communication Theme ETF (515050), has a latest scale exceeding 9 billion [1] - Huachuang Securities highlighted that the domestic computing power sector still faces challenges regarding chip sourcing, with leading companies like Huawei, Alibaba, Cambricon, and Haiguang actively disclosing their technology roadmaps and product plans [1]
5G通信ETF（515050）收盘涨0.28% 成交额超8亿元
Zhong Zheng Wang·2025-09-24 07:38