Core Insights - The communication ETF (515880) has seen a year-to-date market increase of over 115%, ranking first among all ETFs in the market [1] - The communication industry is highlighted as a core component of the "modern infrastructure system" and is essential for the digital economy [1] - Key areas for future technological competition include 6G and satellite internet, with ongoing investments in data centers and computing networks driving growth in the communication equipment sector [1] Industry Summary - The communication ETF (515880) has a scale of 11.566 billion, making it the largest among 15 similar products as of October 29, 2025 [2] - As of October 24, over 80% of the ETF's composition is represented by "optical modules, servers, copper connections, and optical fibers," indicating a strong fundamental outlook for computing hardware [1][2] - Optical modules account for over 50% of the ETF's composition, suggesting potential investment opportunities in this area [1]
通信ETF(515880)年内涨幅居两市第一，近5日净流入超13亿元，回调或可布局
Mei Ri Jing Ji Xin Wen·2025-10-30 01:58