通信ETF（515880）涨超1%，谷歌云计划每6个月将算力容量翻倍

Group 1 - Google Cloud plans to double its computing capacity every six months, aiming for a 1000-fold increase in capability over the next 4 to 5 years [1] Group 2 - The communication sector is experiencing active performance in optical modules, with the Communication ETF (515880) rising over 1% and trading volume increasing [2] - The current AI trend and ongoing arms race in artificial intelligence are driving high capital expenditures from domestic and international cloud vendors, leading to continuous market growth in the communication sector [2] - The Communication ETF (515880) has over 50% exposure to optical modules, with "optical modules + servers + fiber + copper connections" accounting for over 80%, providing a comprehensive layout for the core computing engine [2] - Fund inflows have been significant, with a year-to-date growth of over 160%, bringing the current scale to over 12 billion yuan, making it the largest in its category [2]