Group 1 - The communication ETF (515880) has seen a year-to-date market increase of over 117%, ranking first among all ETFs in the market [1] - Longjiang Securities reports that Anthropic is collaborating with Google to deploy one million TPUs, building a computing power cluster exceeding 1GW, expected to be operational by 2026 [1] - Nvidia plans to provide guarantees for loans to OpenAI to support its data center expansion, while OpenAI has launched the Atlas browser with built-in ChatGPT, indicating a continuous extension of the AI application ecosystem [1] Group 2 - As of October 24, the communication ETF (515880) ranks first in scale among similar products at 10.299 billion, with over 80% of its composition in "optical modules + servers + copper connections + optical fibers" [2] - The optical module segment accounts for over 50% of the ETF's composition, presenting potential investment opportunities in related areas [1]
通信ETF(515880)午后涨超1.8%，年内涨幅居两市第一，光模块含量超50%
Mei Ri Jing Ji Xin Wen·2025-10-28 09:26