通信ETF(515880)年内涨幅近100%居两市第一，连续5日净流入超23亿元，回调或可布局

Core Viewpoint - The Communication ETF (515880) has seen a year-to-date increase of nearly 100%, leading the market, with over 2.3 billion yuan net inflow over the past five days, suggesting potential for further investment opportunities during any market corrections [1] Group 1: Market Performance - As of the writing date, the Communication ETF (515880) has achieved a year-to-date market increase of over 98%, ranking first among all ETFs in the market [1] - The ETF has experienced a continuous net inflow exceeding 2.3 billion yuan over the last five days [1] Group 2: Industry Developments - Longjiang Securities reports that Anthropic is collaborating with Google to deploy one million TPUs, aiming to build a computing power cluster exceeding 1GW, expected to be operational by 2026 [1] - Google has introduced the Ironwood super point with new OCS switch cabinets in the Scale-Up architecture, while Tengjing Technology has received significant orders for vanadium acid yttrium, indicating accelerated implementation of OCS [1] - NVIDIA plans to provide loan guarantees for OpenAI to support its data center expansion, coinciding with OpenAI's release of the Atlas browser featuring built-in ChatGPT, which continues to extend the AI application ecosystem [1] Group 3: Market Outlook - With ongoing investments in computing infrastructure both domestically and internationally, the optical module market is expected to maintain a high level of prosperity [1] - The Communication ETF (515880) holds the largest scale in its category, with optical modules accounting for 52% and servers for 22% of its portfolio, alongside fiber and copper connections making up over 81%, reflecting the fundamental strength of overseas computing power [1]