Group 1 - The current AI wave is considered at least a medium-scale industrial revolution, with a focus on computing power as a key driver [1] - Overseas, infrastructure investment is resonating with performance, and AI is accelerating significantly, with expectations for upcoming quarterly reports from relevant companies and the release of Google's Gemini 3 series models [1] - Domestic computing power is bringing new narratives to the semiconductor industry chain, indicating broad growth potential [1] Group 2 - The optical module market is expected to maintain high prosperity due to continuous investment in computing power infrastructure both domestically and internationally [1] - As of October 21, the communication ETF (515880) has a scale of 8.983 billion, ranking first among similar products, with "optical modules + servers + copper connections + optical fibers" accounting for nearly 79% as of September 30 [2] - Optical modules alone account for nearly 50% of the ETF, presenting potential investment opportunities in related sectors [1][2]
通信ETF(515880)年内涨幅第一，年初至今涨近98%，光模块占比近50%
Mei Ri Jing Ji Xin Wen·2025-10-22 15:05