通信ETF（515880）跌超5%，回调或可布局，“光模块ETF”哪里找？通信ETF光模块占比近50%

Core Insights - The optical module market is experiencing significant growth driven by the increase in computing chip production and the technological upgrades to 800G/1.6T modules, leading to a rise in shipment volumes and market expansion [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 $14.4 billion, $24.4 billion, and $32.7 billion respectively [1] - The market structure remains stable, with leading Chinese manufacturers holding a significant share [1] Market Dynamics - The optical module market is expected to maintain high prosperity due to ongoing investments in computing infrastructure both domestically and internationally [1] - As of October 13, the communication ETF (515880) has surpassed 10 billion yuan, with "optical modules + servers + copper connections + optical fibers" accounting for nearly 79% of the total, indicating a strong fundamental outlook for computing hardware [1] - Optical modules represent nearly 50% of this ETF, highlighting potential investment opportunities in related sectors [1]