三季度财报季来袭，机构：关注AI算力链业绩兑现

Group 1 - The A-share market experienced a decline across all three major indices, with sectors such as communication, electronics, and building materials leading the drop [1] - The cloud computing 50 ETF (516630) saw a significant decrease, dropping nearly 2% in the afternoon session, with major holdings like New Yisheng, Qianfang Technology, and others leading the losses [1] - Huatai Securities projects a 15% year-on-year growth in net profit for the communication sector in Q3 2025, with a more substantial 73% growth expected when excluding major operators and ZTE [1] Group 2 - The cloud computing 50 ETF (516630) tracks an index with a high AI computing content, covering popular concepts such as optical modules, computing leasing, data centers, and AI servers [2] - This ETF is noted for having the lowest total fee rate among those tracking the index [2]