Mei Ri Jing Ji Xin Wen·2025-10-16 06:39Core Insights - The A-share communication and electronics sectors experienced a strong rebound on October 16, with the 5G Communication ETF (515050) rising over 2.5% during trading, indicating positive market sentiment towards the sector [1] - The Ministry of Industry and Information Technology of China announced a meeting between its minister and Apple CEO Tim Cook, focusing on Apple's business development in China and enhancing cooperation in the electronic information sector [1] - As the third-quarter earnings reporting period approaches, Haitong Securities highlighted the potential for performance realization in the AI computing power chain, with expectations for continued growth in the optical communication sector and a recovery in the optical fiber and cable market [1] Industry Overview - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a current scale exceeding 8 billion yuan, focusing on the supply chains of Nvidia, Apple, and Huawei [2] - The index has a high purity of "hard technology," with communication and electronics sectors accounting for nearly 80% of its weight, specifically 44% for communication and 35% for electronics, creating a closed loop of "network construction + terminal support" [2] - For higher elasticity, investors may consider the AI ETF tracking the ChiNext AI Index, which has a significant weight in optical modules and covers domestic software and AI application companies [2]