Group 1 - The global AI wave is rising, with applications expected to increase significantly, driven by the continuous iteration and performance improvement of large models [1] - Recent releases of large models such as Sora2, Genie3, and Grok4 are enhancing multimodal capabilities, indicating a transformation in software and various end-user functionalities [1] - The rapid development of applications is a crucial method for major companies to recover costs, with future growth anticipated in sectors like AI glasses, humanoid robots, smart driving, AI consumer electronics, and AI agents [1] Group 2 - 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 17, the communication ETF (515880) has a scale of 84.60 billion, ranking first among similar products, with "optical modules + servers + copper connections + optical fibers" accounting for nearly 79% of the total [2] - Optical modules represent nearly 50% of the ETF, presenting potential investment opportunities in related sectors [1]
光模块强势反弹，通信ETF(515880)涨超5%，光模块占比近50%
Mei Ri Jing Ji Xin Wen·2025-10-20 04:01