Group 1 - The computing power remains one of the most promising sectors in technology, with Google's comprehensive AI ecosystem potentially accelerating the AI industry's progress [1] - The overall market for computing chips is still in an upward trend, benefiting manufacturers of optical modules and servers in the A-share market [1] - Cloud service providers have shown strong performance since 2023, indicating a healthy outlook for revenue growth that may support ongoing capital expenditures [1] Group 2 - The market size for optical modules, essential components for data center networking, is expected to double by 2026 and maintain a high growth rate beyond 2027 [1] - The Communication ETF (515880) is the largest in its category, with over 48% of its composition in optical modules and more than 20% in servers, indicating a strong fundamental backing for overseas computing power [1][2]
通信ETF（515880）近5日净流入超10亿元，光模块占比近50%，规模同类第一
Mei Ri Jing Ji Xin Wen·2025-12-23 13:35