通信ETF(515880)盘中涨超1.8%，近20日净流入超31亿元，光模块占比超52%

Core Viewpoint - The global AI computing power investment is expected to drive high growth in the optical communication sector's net profit attributable to the parent company in Q4 2025 and 2026 [1] Group 1: Optical Communication Sector - The optical communication sector is anticipated to continue high growth in net profit due to increased investment in AI computing power [1] - Demand for hollow-core optical fibers, submarine cables, and DCI (Data Center Interconnect) is noteworthy [1] Group 2: Telecommunications Operators - The telecommunications operator sector is expected to maintain steady growth [1] - The development of AI applications is bringing new growth momentum to cloud computing and data center businesses for telecom operators [1] Group 3: ICT Equipment and IDC - The ICT equipment and IDC sectors are likely to benefit from the capital expenditure growth of internet giants [1] Group 4: Copper Connection Sector - The copper connection sector is set to realize growth as production capacity is released [1] Group 5: Market Trends - The optical module market is expected to maintain high prosperity due to ongoing investments in domestic and international computing infrastructure [1] - As of October 28, the communication ETF (515880) has a 52% allocation to optical modules and a 22% allocation to servers, with optical fibers and copper connections combined exceeding 81% [1]