通信ETF（515880）近5日资金净流入超5亿元，通信迎技术升级与政策驱动双重机遇

Group 1 - The communication industry is expected to experience dual opportunities from technological upgrades and policy drives by 2026, with domestic computing power transitioning from "usable" to "user-friendly" [1] - The domestic computing power has become a reliable foundation for large model training and inference, entering a phase of accelerated comprehensive replacement driven by policy subsidies and ecosystem maturity [1] - Cutting-edge technologies such as quantum communication and 6G are included in future industrial layouts, with the acceleration of technological breakthroughs and commercialization processes expected under the backdrop of policy intensification and US-China competition [1] Group 2 - The communication ETF (515880) is the largest in its category, with a scale of 12.745 billion yuan as of December 15, 2025, ranking first among 15 similar products [2] - As of December 15, 2025, the communication ETF has over 48% of its content in optical modules and more than 20% in servers, with core component ratios exceeding 76%, reflecting the fundamental strength of overseas computing power [1][2]