通信设备板块深V反弹，通信ETF(159695)一键布局光通信产业链

Group 1 - The communication equipment sector experienced a significant rebound, with the Guozheng Communication Index rising by 0.45% as of 10:39 on December 2, 2025, driven by stocks such as Changjiang Communication (+6.11%) and Galaxy Electronics (+4.78%) [1] - The release of the mobile assistant technology preview by Doubao, an AI assistant software developed in collaboration with mobile manufacturers, has contributed to the positive performance of the communication sector, influenced by recent AI developments and increased global investment in communication infrastructure [1] - According to CITIC Securities, the rapid development of AI large models and applications relies on continuous investment in computing power infrastructure, with high-performance, high-bandwidth, and low-latency networks being crucial for the performance upgrade of computing clusters [1] Group 2 - As of November 28, 2025, the top ten weighted stocks in the Guozheng Communication Index accounted for 67.58% of the index, including major players like Zhongji Xuchuang and ZTE [2] - The Communication ETF (159695) closely tracks the Guozheng Communication Index, providing a convenient way to invest in the optical communication industry chain [3] - Investors can access the AI-driven optical communication investment opportunities through the Communication ETF linked fund (019072) [4]