5G通信ETF（515050）盘中涨超5%领涨市场ETF，聚焦算力硬件龙头

Group 1 - The A-share market is making a strong push towards the 4000-point mark, with the 5G Communication ETF (515050) leading the market by rising over 5% during the afternoon session [1][3] - Key stocks within the 5G Communication ETF, such as Jingwang Electronics, Shengyi Technology, and Zhaoyi Innovation, have hit the daily limit, while several others like Xinyisheng, Huanxu Electronics, Dongshan Precision, and Industrial Fulian have seen increases of over 7% [1][3] Group 2 - The National Bureau of Statistics announced an investment of over 100 billion yuan to support AI computing power infrastructure, with CPO being a core solution for cost reduction and efficiency improvement in data centers [3] - The upcoming mass production and delivery of NVIDIA's Blackwell platform CPO switches in November 2025 is expected to drive a surge in demand for CPO optical engines and reshape global computing infrastructure [3] - The 5G Communication ETF (515050) tracks the CSI 5G Communication Theme Index and currently has a scale exceeding 8 billion yuan, focusing on the supply chains of NVIDIA, Apple, and Huawei [3] - The ETF is characterized by high exposure to TMT and technology leaders, with a rapid valuation recovery and strong growth potential in earnings expected in the future [3] Group 3 - According to a report from Galaxy Securities, the increasing investment by internet giants in AI and large models is likely to make GPU servers a primary development direction for intelligent computing [4] - The demand for 1.6T optical modules is expected to rise significantly in the second half of 2025, further empowering the performance of industry companies [4] - The optical module market is experiencing rapid growth and technological iteration driven by sustained demand for AI computing power, with leading companies in the optical module sector expected to maintain strong profitability and competitive advantages [4]