中美经贸举措提振CPO板块，通信设备ETF（159583）盘中涨幅达3.31%

Core Viewpoint - The technology sector, particularly in optical modules, optical communication, and communication services, is experiencing a resurgence, with significant gains in related ETFs and stocks driven by positive market developments and policy changes [1] Group 1: Market Performance - The communication equipment ETF (159583) saw an intraday increase of 3.31%, with key stocks like Hongda Electronics and Guangku Technology rising over 5%, and Zhongji Xuchuang and Xinyi Sheng increasing by more than 4% [1] - Over 70% of listed companies in the optical communication sector reported earnings growth in the first three quarters [1] Group 2: Policy Impact - The Chinese government announced specific measures to implement the consensus reached during the China-US Kuala Lumpur economic and trade consultations, including the cessation of anti-circumvention measures on imports of single-mode optical fibers originating from the United States [1] Group 3: Industry Outlook - The demand for computing power is expanding, leading to a favorable environment for the optical communication market, which is expected to transition from "competing for orders" to "ensuring delivery" in the coming year [1] - Leading companies in the sector are anticipated to excel due to their supply chain management capabilities [1] Group 4: Investment Opportunities - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), with a high proportion of leading optical module and computing hardware companies, reflecting the development trends in these industries [1] - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]