Core Viewpoint - The communication ETF (515880) has shown exceptional performance in the A-share market, achieving a year-to-date increase of 125.81% as of December 31, making it the top-performing ETF in the market [1] Group 1: Market Performance - The communication ETF (515880) has been identified as the "top gainer" in the ETF market for the year 2025, driven by the narrative surrounding AI [1] - As of December 22, the communication ETF has a leading scale among its peers, with over 48% of its holdings in optical modules and nearly 20% in servers, indicating a strong foundational support for overseas computing power [1] Group 2: Future Outlook - Looking ahead to 2026, computing power is expected to remain one of the most promising sectors in technology, with Google’s comprehensive AI ecosystem potentially accelerating advancements in the AI industry [1] - The demand for optical modules is projected to exceed supply in 2026, with expectations for continued growth in pluggable optical modules and enhanced market increments from emerging technologies like CPO [1]
2025年ETF“涨幅王”！通信ETF（515880）全年收涨125.81%居全市场第一，光模块占比近50%，规模同类第一
Mei Ri Jing Ji Xin Wen·2025-12-31 16:10