光模块延续回调，通信ETF（515880）跌超2%，资金逢低买入超20亿元

Core Insights - The communication ETF (515880) has experienced a decline of over 2%, but has seen a net inflow of over 2.3 billion yuan in the past 10 days, bringing its total size to over 11.8 billion yuan, making it the largest in its category [1] - CITIC Construction Investment Securities highlights the importance of the "14th Five-Year Plan" which emphasizes the acceleration of a new round of technological revolution and industrial transformation, particularly through the implementation of the "AI+" initiative [1] - The current global landscape is characterized by an AI industrial revolution, which is expected to have a profound impact, necessitating a long-term perspective for observation, rather than a simple comparison with recent trends in cloud computing and renewable energy [1] - The communication ETF (515880) has nearly 50% exposure to optical modules, with "optical modules + servers + optical fibers + copper connections" accounting for over 75%, indicating a strategic focus on core computing power [1] Investment Opportunities - Investors interested in the core computing power sector may find opportunities in the communication ETF (515880) due to its significant allocation towards optical modules and related technologies [1]