光模块概念强势拉升，通信ETF（515880）飙涨近6%，算力投资景气延续

Group 1 - The core viewpoint of the news is that the technology sector, particularly AI computing power and optical module stocks, is experiencing a significant rebound, with the communication ETF (515880) rising nearly 6% [1] - OpenAI and Broadcom announced a collaboration to develop and deploy 10GW of customized AI and computing systems over the next four years, contributing to a total investment of 26GW in computing power [1] - The Ministry of Industry and Information Technology has initiated a special action plan for "millisecond computing" in urban areas, aiming to establish a comprehensive and efficient network capability system by 2027 [1] Group 2 - Galaxy Securities indicates that the demand for computing power driven by AI is strong and the industry remains optimistic, despite potential short-term market fluctuations and adjustments [1] - The communication ETF (515880) tracks the CSI All Share Communication Equipment Index, with "optical modules + servers + copper connections + optical fibers" accounting for nearly 79% of its composition as of September 30 [1] - Optical modules represent nearly 50% of the ETF's composition, highlighting potential investment opportunities in this area [1]