英伟达将发布Q3财报，通信ETF(515880)开盘领涨超1.8%，近20日净流入超37亿元

Core Viewpoint - Nvidia is set to release its Q3 earnings report, with expectations of exceeding market forecasts, although concerns regarding AI investment returns persist [1] Group 1: Nvidia's Earnings and Market Sentiment - Nvidia's upcoming Q3 earnings report is anticipated to outperform expectations, but the negative narrative surrounding AI investments remains unresolved [1] - Investors are increasingly focused on the return on investment in AI, with a need for fundamental changes in business models or technology to alleviate concerns [1] Group 2: Industry Trends and Capital Expenditure - The overall fundamentals of major tech companies remain strong, and the trend of capital expenditure is expected to continue due to the early stage of AI development [1] - The "FOMO" (Fear of Missing Out) sentiment among investors is still strong, indicating ongoing interest in AI-related investments [1] Group 3: Communication ETF and Market Performance - The Communication ETF (515880) has seen a significant inflow of over 3.7 billion yuan in the past 20 days, leading to a rise of more than 1.8% at the market open [1] - As of October 28, the Communication ETF has a market size of 11.961 billion yuan, ranking first among 15 similar products, with a 52% allocation to optical modules [2][1] - The optical module market is expected to maintain high prosperity due to ongoing investments in domestic and international computing infrastructure [1]