Claude新模型编程世界第一，通信ETF（515880）涨超4%，光模块占比超50%

Group 1 - The communication ETF (515880) has seen a significant increase of over 4% at the opening, with a net inflow of over 3.7 billion yuan in the past 20 days, driven by multiple favorable catalysts [1] - The communication ETF has performed exceptionally well in the A-share market this year, with a year-to-date increase of over 85%, making it the top-performing ETF in the A-share market [1] - The AI industry is experiencing rapid growth, with domestic GPU production accelerating and strong demand for computing power, which is benefiting the optical module market [5][6] Group 2 - The "Genesis Plan" initiated by Trump aims to leverage AI to transform scientific research and accelerate discoveries, indicating a strong governmental push towards AI development [2][4] - Anthropic's latest model, Claude Opus 4.5, has achieved state-of-the-art performance in software engineering tests, surpassing competitors and indicating a significant leap in AI capabilities [2][4] - The optical module market is expected to see substantial growth, with projections indicating a market size of 14.4 billion USD, 24.4 billion USD, and 32.7 billion USD for the years 2025, 2026, and 2027, respectively, driven by technological upgrades and increasing penetration rates [5]