通信ETF(515880)盘中涨超2.4%，年初至今涨超100%，居A股ETF涨幅第一，“光模块ETF”哪里找？通信ETF光模块占比50%

Core Viewpoint - The communication ETF (515880), which has a 50% allocation in optical modules, has gained significant attention in the market, with a year-to-date increase of over 100%, making it the top-performing ETF in A-shares [1] Group 1: Optical Module Market Dynamics - The optical module market is experiencing growth due to the increased shipment of optical modules driven by the release of computing chips, alongside a clear upgrade path for 800G/1.6T technology, leading to a sustained increase in penetration rates [1] - According to Changjiang Securities, the market size for data communication 100G+ modules is projected to grow by 54% in 2025, 69% in 2026, and 34% in 2027, reaching market sizes of $14.4 billion, $24.4 billion, and $32.7 billion respectively [1] - The overall market structure remains stable, with leading Chinese manufacturers holding significant market shares [1] Group 2: ETF Performance and Composition - As of September 26, the communication ETF (515880) has a scale of nearly 12 billion yuan, ranking first among 15 similar products [2] - The ETF's composition includes over 77% allocation in "optical modules + servers + copper connections + optical fibers," with optical modules alone accounting for 50% [1][2]