通信ETF（515880）涨超2%，年内涨幅超100%，“光模块”行情回归？

Group 1 - The core viewpoint is that the communication ETF (515880) has seen a significant rebound, driven by Google's increased investment in AI, with a current intraday increase of over 2% and expanding trading volume [1] - As of the time of publication, the communication ETF (515880) has risen over 100% this year, making it the top performer among A-share and Hong Kong stock ETFs [2] - The competition between Google and Nvidia highlights opportunities in the communication sector, with Google's rapid advancements in AI through Gemini3 and TPU7, establishing it as a leading AI powerhouse across various segments [2] Group 2 - The communication ETF (515880) has over 50% exposure to optical modules, and the combined share of "optical modules + servers + optical fibers + copper connections" exceeds 80%, positioning it as a core engine for computing power [2] - There has been a significant increase in fund inflows, with a growth of over 130% in shares this year, bringing the current scale to over 11 billion yuan, making it the largest in its category [2] - Investors are encouraged to explore related investment opportunities in the communication sector due to the ongoing developments and market dynamics [2]