Group 1 - Communication concept stocks rose sharply in early trading, with Tianfu Communication up over 10%, Zhongji Xuchuang up over 9%, Dongshan Precision up over 7%, and Xinyi Sheng up over 5% [1] - The 5G and communication-related ETFs increased by approximately 4% due to market influence [1] Group 2 - Specific ETF performance includes: Communication ETF at 2.558 with a rise of 0.112 (4.58%), 5G Communication ETF at 1.990 with a rise of 0.086 (4.52%), and other related ETFs showing similar increases [2] - Analysts indicate that AI may represent the largest industrial opportunity since cloud computing, with hardware growth driven by GPUs and ASICs expected to become a second growth engine next year [2] - North American cloud providers are experiencing revenue growth and capital expenditure investment, creating a positive feedback loop for AI development, which remains in an upward trajectory [2]
通信概念股早盘走高，5G、通信相关ETF涨约4%
Sou Hu Cai Jing·2025-10-20 03:24