谷歌争霸，通信ETF（515880）涨超3%，光模块占比超50%

Group 1 - Meta is negotiating with Google to use TPU chips worth billions of dollars in its data centers by 2027 and plans to rent chips from Google Cloud next year [1][3] - The communication ETF (515880) has seen a significant increase, with a nearly 3% rise at the open and over 1.1 billion yuan net inflow in the past 20 days, reflecting strong investor interest [1][9] - The communication ETF has outperformed in the A-share market this year, with a year-to-date increase of over 100%, making it the top-performing ETF [1][3] Group 2 - Google's TPU chips are transitioning from internal use to external supply, potentially capturing 10% of Nvidia's annual revenue and generating billions in new income for Google [3] - The launch of Google's Gemini3 model, which excels in various capabilities, indicates a strong competitive position in the AI market [3] - AI applications are reported to reduce costs by 9-11% across various industries, although there are concerns about job impacts due to AI technology [3][6] Group 3 - The AI industry is experiencing rapid advancements, with significant investments leading to a longer lifecycle compared to previous technological revolutions [6] - The demand for computing power is expected to improve hardware market conditions, benefiting both hardware and software sectors [6][8] - The market for optical modules is expanding, with projected growth rates of 54%, 69%, and 34% for the years 2025, 2026, and 2027, respectively, reaching market sizes of 14.4 billion, 24.4 billion, and 32.7 billion USD [8] Group 4 - The communication ETF has a scale exceeding 11 billion yuan, ranking first among its peers, with optical modules accounting for 52% of its composition [9][10] - The overall market for optical modules is experiencing a rise in both volume and price, indicating a robust growth trajectory [8][9]