英伟达GTC官宣多项重磅合作，通信ETF（515880）再创新高，年内涨幅居两市第一

Core Insights - The communication ETF (515880) has seen a year-to-date market increase of over 117%, ranking first among all ETFs in the market [1] Group 1: NVIDIA Developments - NVIDIA CEO Jensen Huang delivered a keynote at the GTC conference, focusing on breakthroughs in 6G, AI, quantum computing, and robotics [1] - NVIDIA announced a strategic partnership with Nokia, investing $1 billion to acquire shares and jointly advance an AI-native 6G network platform [1] - The company introduced NVQLink technology, integrating AI supercomputing with quantum computing, which has gained support from 17 quantum computing firms [1] - NVIDIA is collaborating with the U.S. Department of Energy to build the largest AI supercomputer for the department [1] - The launch of the Bluefield-4 processor will support AI factory operations [1] Group 2: Market Outlook - Continuous investment in domestic and international computing infrastructure is expected to maintain high demand in the optical module market [1] - As of October 24, the communication ETF (515880) is the largest in its category, with "optical modules + servers + copper connections + optical fibers" accounting for over 80% of its composition [1] - Optical modules represent over 50% of the ETF, indicating potential investment opportunities in related sectors [1]