人工智能产业化加速，关注通信ETF（515880）

Market Performance - The communication ETF (515880) increased by 4.86%, the semiconductor equipment ETF (159516) rose by 3.99%, and the ChiNext AI ETF (159388) gained 3.70% on October 27 [1][2]. Policy Insights - The recent Central Committee meeting emphasized enhancing the level of technological self-reliance during the 14th Five-Year Plan, focusing on seizing high ground in technology development and establishing emerging pillar industries [1][3]. - The Ministry of Science and Technology indicated a commitment to implementing the recommendations for AI's top-level design and systematic deployment [1][3]. Fundamental Analysis - Demand for optical modules for 2026 has been significantly raised, reinforcing the sustainability and certainty of the high prosperity cycle driven by AI computing power [3]. - North American cloud service providers plan to increase capital expenditures to over $370 billion in the 2025 fiscal year, marking a 40% year-on-year growth, which directly benefits the optical module and IDC sectors [3]. - The AI industry is experiencing accelerated industrialization, with significant infrastructure investments and mature business models in overseas markets, while domestic markets see a rapid increase in domestic GPU production and computing power [3]. - Investors are encouraged to monitor the communication ETF (515880), semiconductor equipment ETF (159516), and ChiNext AI ETF (159388) for potential opportunities [3].