“湾芯展”在深圳举办，通信ETF（515880）涨超2%，光模块占比近50%

Group 1 - The Bay Area Semiconductor Industry Ecological Expo ("Bay Chip Expo") is being held in Shenzhen, featuring leading companies such as New Kylin, North Huachuang, and Applied Materials [1][3] - New Kylin previously launched 31 equipment models at the SEMICON China exhibition, covering almost the entire semiconductor industry chain [3] - The domestic production rate of key equipment required for advanced processes still has significant room for improvement, which currently limits production capacity [3] Group 2 - The Chinese AI market is expected to reach a scale of $50 billion this year, with a growth rate exceeding 50% [4] - Domestic AI computing chip shipments are gradually increasing, supported by improvements in product performance and manufacturing yield [4] - The semiconductor industry is poised for a new upward cycle due to the rapid growth of the AI market and the potential for domestic computing power penetration to exceed expectations [4] Group 3 - The communication ETF (515880) is the largest in its category, with nearly 79% of its portfolio consisting of "optical modules, servers, copper connections, and optical fibers" [6][7] - Optical modules account for nearly 50% of the communication ETF, presenting potential investment opportunities [6]