政策面AI利好不断，通信ETF(515880)涨近5%，居年内涨幅第一，光模块含量超50%

Core Insights - The communication ETF (515880) has seen a year-to-date increase of over 113%, making it the top-performing ETF in the market [1] - The focus on technological self-reliance is expected to continue throughout the 14th Five-Year Plan, with the computing power sector likely becoming a key area of development [1] - China's semiconductor industry is entering a new growth cycle, supported by government policies, which may position it as a focal point in the coming years [1] Industry Summary - The AI sector is not merely an industry but acts as a driving force for productivity across various sectors, particularly in technology, leading to rapid growth in commercial aerospace, biomanufacturing, brain-computer interfaces, and embodied intelligence [1] - Continuous investment in domestic computing infrastructure is anticipated to sustain high demand in the optical module market [1] - As of October 24, the communication ETF (515880) has a scale of 9.64 billion, ranking first among 15 similar products, with "optical modules + servers + copper connections + optical fibers" accounting for nearly 79% of its composition [2]