人工智能长坡厚雪，通信ETF（515880）景气依旧高企

Core Viewpoint - The communication ETF is currently experiencing fluctuations without showing a clear upward trend, with a focus on potential performance in January and upcoming earnings reports from major companies [1][2]. Group 1: Communication ETF Performance - The communication ETF (515880.SH) closed at 3.128, with a trading volume of 394.40 million and a turnover rate of 9.40% [2]. - The ETF's highest price was 3.158, while the lowest average price was 3.128, indicating a slight decline of 0.95% [2]. - The net asset value of the ETF is reported at 3.1579, with an indicative price of 3.1302 reflecting a discount of 0.07% [2]. Group 2: AI and NVIDIA Developments - NVIDIA's CEO Jensen Huang revealed details about the Rubin platform at CES 2026, which will include six core chips, enhancing AI capabilities significantly [3][5]. - The Rubin platform is expected to achieve up to 50 PFLOPS of NVFP4 inference capability, with a performance doubling compared to the previous Blackwell architecture [5][6]. - The new architecture will integrate 72 NVIDIA Rubin GPUs into a unified performance domain, providing a bandwidth of 3.6 TB/s per GPU and a total connection capability of 260 TB/s [5][6]. Group 3: Market Outlook and Trends - The communication industry is expected to benefit from upcoming earnings forecasts in January, alongside a seasonal market rally, with a focus on companies with strong fundamentals [6]. - Major North American companies will enter their earnings reporting period at the end of January, with NVIDIA's report expected in February and the GTC conference in March [6]. - The communication ETF's core segments, including optical modules, optical fibers, and servers, account for over 76% of its composition, with a projected leading growth rate in 2025 [8].