CPO概念领涨市场!通信设备ETF(159583)盘中涨幅达4.71%
Mei Ri Jing Ji Xin Wen·2025-10-27 11:58

Group 1 - The technology sector is experiencing significant activity, particularly in the communications sector, with strong gains in areas such as optical communications, copper cable high-speed connections, communication services, communication equipment, AI chips, and the Internet of Things [1] - The Communications Equipment ETF (159583) saw an intraday increase of 4.71%, while the ChiNext AI ETF (159246) rose by 4.32%. Notably, Zhenhua Technology's stock hit the daily limit, and Guodun Quantum and Hongda Electronics both increased by over 10% [1] - The Fourth Plenary Session emphasized technological self-reliance and the promotion of digital China construction and the "AI +" initiative. The communications industry is recognized as the foundational layer for AI computing power, benefiting from policy support in areas such as computing infrastructure layout, cross-network interconnectivity, and satellite communications [1] Group 2 - The Communications Equipment ETF (159583) tracks the CSI Communications Equipment Theme Index (931271), which has a high proportion of leading optical module and computing hardware companies, accurately reflecting the development trends in the optical module and computing industries [1] - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]