通信ETF（515880）涨超1.6%，连续4日净流入近20亿元，把握未来产业长期大趋势

Group 1 - The core viewpoint is that AI and digital economy are long-term trends in the industry, with computing power, networking, storage, and thermal management being the main beneficiaries [1] - There is a growing consensus that Co-Packaged Optics (CPO) is an inevitable technology choice, significantly reducing power consumption, enhancing bandwidth density, and minimizing latency, making it a key trend for AI data center applications [1] - The overseas computing power industry remains highly prosperous, while domestic developments in computing power and continued investments from major companies are expected to sustain high demand in the AI sector and AIDC industry chain through 2026 [1] Group 2 - The communication ETF (515880) achieved a remarkable annual increase of 125.81% in 2025, ranking first in the market, and its scale is also the largest among similar products, with a size of 13.922 billion yuan as of January 20, 2025 [2] - As of December 22, 2025, the communication ETF has over 48% of its holdings in optical modules and nearly 20% in servers, with core components accounting for over 77%, reflecting the fundamental strength of overseas computing power [1][2]