通信ETF（515880）上一交易日资金净流入超8400万元，盘中走低可关注回调机会

Core Viewpoint - The communication ETF (515880) has seen a net inflow of over 84 million yuan in the last trading day, indicating a potential buying opportunity amid recent industry pullbacks driven by accelerated AI computing investments and transformations [1] Group 1: Industry Trends - The communication sector is experiencing a pullback, but the core drivers remain strong due to increased investments in AI computing [1] - North American cloud computing businesses are active, with Anthropic expected to pay significant fees to cloud giants in the coming years [1] - Microsoft has announced a large-scale investment plan, while NVIDIA and Meta are collaborating to advance AI infrastructure [1] Group 2: Technological Developments - The Zhipu GLM-5 large model has completed deep adaptation with mainstream domestic chip platforms, and OpenAI is entering the smart hardware sector, confirming strong long-term demand for computing power [1] - The application side is accelerating demand, further validating the industry's growth potential [1] Group 3: ETF Performance - The communication ETF (515880) was the top performer in 2025, with an annual increase of 125.81%, leading the market [1] - The ETF's scale is also the largest among its peers, with over 46% of its content in optical modules and nearly 20% in servers, reflecting the fundamental strength of overseas computing power [1] - The ETF remains a preferred choice in a favorable market environment, suggesting continued attention from investors [1]