20cm速递｜通信设备板块热度延续！创业板50ETF华夏（159367）上涨1.87%，同类产品最低费率档

Group 1 - The communication equipment sector continues to gain momentum, with the ChiNext 50 ETF (159367) rising by 1.87%, and individual stocks such as Runze Technology increasing over 6%, Zhongji Xuchuang over 5%, and Xinyi Sheng over 4% [1] - Looking ahead to 2026, the communication industry is expected to benefit from multiple catalysts, including the mass production of NVIDIA's next-generation GPUs. The demand for optical modules is increasing with the rollout of 800G and the accelerated introduction of 1.6T technology, leading to a growing supply-demand gap for optical chips due to high barriers to entry [1] - The advent of AI smartphones is anticipated to drive a new cycle of smartphone intelligence, while the initiation of 6G research by telecom operators will accelerate revenue growth from computing power [1] Group 2 - The ChiNext 50 Index selects the top 50 stocks from the ChiNext Index based on market capitalization and liquidity, representing large-cap companies with strong growth potential. The index focuses on industries such as batteries, securities, and communication equipment, reflecting the themes of "three innovations (innovation, creation, creativity) and four new (new technologies, new industries, new business formats, new models)" [1] - The ChiNext 50 ETF (159367) has two core advantages: a 20% price fluctuation limit, providing stronger trading flexibility compared to traditional broad-based indices, and a management fee of 0.15% along with a custody fee of 0.05%, which are among the lowest in its category, effectively reducing investment costs [1]