国内AI发展加速，通信ETF（515880）昨日资金净流入超1.7亿元，光模块占比超50%

Group 1 - The core viewpoint of the articles highlights the accelerated development of AI in China, with Alibaba Cloud's business growing by 34% and the Qianwen App achieving over 10 million downloads in its first week of public testing, driving demand for IDC construction [1] - DeepSeekMath-V2 has reached the gold medal level of the International Mathematical Olympiad (IMO), and the breakthrough in open-source models further stimulates training demand [1] - Continuous overseas expansion of AI infrastructure is noted, with AWS announcing the construction of an additional 1.3 GW data center, and OpenAI projecting 220 million paid users by 2030, supporting long-term demand for computing power [1] Group 2 - The optical module market is expected to maintain high prosperity due to ongoing investments in computing power infrastructure both domestically and internationally, despite short-term pressure on export data [1] - The communication ETF (515880) is the largest in its category, with optical modules accounting for 52% and servers for 22% as of October 28, indicating strong fundamentals for overseas computing [1] - The combined share of optical fibers, copper connections, and other segments exceeds 81%, reflecting the robust demand in the industry [1]