通信ETF(515880)年内涨幅居两市第一，连续5日净流入超24亿元，把握回调布局机会

Group 1 - The global semiconductor industry is expected to grow from $631 billion in 2024 to over $1 trillion by 2030, with a CAGR of approximately 8% [1] - AI and High-Performance Computing (HPC) will be the core drivers of this growth, with their market share projected to increase from 35% in 2025 to 48% in 2030 [1] - SEMI forecasts a 10% year-on-year increase in global Wafer Fabrication Equipment (WFE) capital expenditure in 2026, accelerating from 6% in 2025, indicating strong growth in advanced process logic and memory capital expenditures driven by AI [1] Group 2 - The optical module market is expected to maintain high prosperity due to ongoing investments in computing infrastructure both domestically and internationally [1] - The Communication ETF (515880) is the largest in its category, with optical modules accounting for 52% and servers for 22% as of October 28, representing over 81% when combined with fiber and copper connections, indicating a solid fundamental backing for overseas computing [1][2]