通信概念股走强，5G、通信相关ETF涨超2%

Group 1 - Communication concept stocks strengthened, with Tianfu Communication rising over 7%, Zhongji Xuchuang up over 4%, and Xinyi Sheng and Industrial Fulian increasing over 3% [1] - Influenced by the market, 5G and communication-related ETFs rose over 2% [1] Group 2 - Major communication ETFs showed positive performance, with the main communication ETF at 3.190, up 2.44%, and the main 5G ETF at 1.949, up 2.42% [2] - Analysts indicate that AI may represent the largest industrial opportunity since cloud computing, with hardware growth driven by GPUs and ASICs expected to become a second growth engine this year [2] - The North American computing power industry chain is anticipated to maintain high growth in the coming quarters, supported by increased cloud revenue and capital expenditure from North American cloud companies [2] - The current AI trend is clear, with high capital expenditure growth from domestic and international cloud companies, suggesting that the communication sector, as a "shovel seller" in the computing power industry, is likely to see sustained market growth [2]