Group 1 - The A-share market is experiencing a recovery, with technology stocks showing strong performance, particularly the 5G Communication ETF (515050), which has risen over 5% [1] - The ETF has seen a rapid trading volume exceeding 400 million yuan, with significant gains in constituent stocks such as SourceJect Technology up over 14% and Zhongji Xuchuang up over 10% [1] - Nvidia announced that Meta and Oracle will adopt its Spectrum-X Ethernet switch as a core component for next-generation AI data center networks, aiming to standardize it as an open accelerated network architecture to enhance AI training efficiency [1] Group 2 - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index, with a latest scale exceeding 8 billion yuan, focusing on the Nvidia, Apple, and Huawei supply chains [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 [2] - The ETF has a low comprehensive fee rate of only 0.2%, making it competitive among similar products [2]
算力ETF——5G通信ETF（515050）涨超5%，机构：长期看好算力产业链
Mei Ri Jing Ji Xin Wen·2025-10-21 03:11