科技板块多重利好密集释放！通信设备ETF（159583）盘中涨幅达6.22%

Core Viewpoint - The stock market showed positive momentum with major indices rebounding, driven by active sectors such as computing power, communication, and AI concepts, indicating strong investor interest and potential growth in these areas [1] Group 1: Market Performance - The communication equipment ETF (159583) experienced an intraday increase of 6.22%, while the AI-focused ETF (159246) rose by 5.92% [1] - Notable performers within the communication equipment ETF included Zhongji Xuchuang, which surged over 12%, and Xinyi Sheng, which increased by more than 9% [1] Group 2: Catalysts for Growth - Recent favorable policies have been released, with the Ministry of Science and Technology deploying major technological tasks to strengthen the foundation for industry development [1] - Alibaba's Q2 revenue exceeded expectations, with its AI and cloud computing business growing by 34% year-on-year, and the company has invested 120 billion yuan in AI and cloud infrastructure over the past four quarters, with plans for additional investments [1] - Globally, Google has set ambitious goals for computing power expansion, aiming to increase capacity by 1,000 times over the next 4-5 years [1] Group 3: Investment Opportunities - The communication equipment ETF (159583) tracks the CSI Communication Equipment Theme Index (931271), which has a high proportion of leading optical module and computing hardware companies, accurately reflecting the development trends in these industries [1] - Investors without on-site accounts can explore investment opportunities through linked funds (Class A 021933; Class C 021934) [1]