Core Insights - The communication ETF (515880) surged by 5%, leading the market, with a year-to-date increase of over 113%, making it the top-performing ETF in A-shares [1] - The recently released "14th Five-Year Plan" emphasizes high-quality economic development and increased focus on technology, aiming to seize the high ground in technological development [1] - Market sentiment is shifting back towards growth style investments due to the easing of tariffs, clarity in Federal Reserve operations, and improved China-U.S. relations [1] Industry Summary - The "14th Five-Year Plan" highlights technology self-reliance as a key objective, suggesting that the domestic computing power sector may become a market focus [1] - The communication ETF (515880) has nearly 50% exposure to optical modules, with over 75% of its portfolio in "optical modules + servers + optical fibers + copper connections," indicating a strategic positioning in core computing power components [1]
通信ETF（515880）大涨5%价格再创历史新高，年内涨幅居全市场ETF榜首
Mei Ri Jing Ji Xin Wen·2025-10-27 05:16