1.6T光模块加单，通信ETF(515880)盘中涨超5%，光模块占比近50%

Core Viewpoint - The demand forecast for Nvidia's Rubin shipments in 2026 has been raised, indicating a positive outlook for leading companies in the industry, with total demand expected to reach 15 million units, reflecting potential for further upward adjustments [1] Group 1: Industry Demand and Supply Dynamics - The upward revision in demand not only enhances the profit expectations for leading manufacturers but also reinforces the sustainability and certainty of the high prosperity cycle driven by AI computing power in the optical module market [1] - Supply constraints are increasing for upstream CW light sources, EML, and key equipment (MOCVD/electron beam), leading to improved price and gross margin resilience, benefiting leading companies more significantly [1] Group 2: Market Performance and Investment Opportunities - The optical module market is expected to maintain a high prosperity level amid ongoing investments in computing infrastructure both domestically and internationally [1] - As of October 20, the communication ETF (515880) ranks first in its category, with "optical modules + servers + copper connections + optical fibers" accounting for nearly 79% of its composition as of September 30, indicating a strong representation of the fundamentals of computing hardware [1] - Optical modules make up nearly 50% of the ETF, presenting potential investment opportunities in related sectors [1]