Group 1 - The communication ETF (515880) has gained over 104% year-to-date, making it the top-performing ETF in the A-share market, with a net inflow exceeding 500 million yuan in the last two days [1][2] - As of September 24, the communication ETF has a scale of over 12.3 billion yuan, with "optical modules + servers + copper connections + optical fibers" accounting for over 77% of its composition, indicating a strong fundamental outlook for computing hardware [2] Group 2 - Alibaba Group's CEO announced at the 2025 Cloud Summit that large models are the next-generation operating system, and AI cloud is the next-generation computer, with plans for a 380 billion yuan investment in AI infrastructure [1] - Alibaba Cloud has partnered with NVIDIA in the field of Physical AI, integrating NVIDIA's Physical AI software stack into Alibaba Cloud's AI platform PAI, which will provide comprehensive services for enterprises, including data preprocessing and simulation testing [1]
通信ETF(515880)盘中涨超3%，年初至今涨超104%，居A股ETF涨幅第一，“光模块ETF”哪里找？通信ETF光模块占比50%
Mei Ri Jing Ji Xin Wen·2025-09-25 06:29