英伟达将光通信引入芯片互联，卫星互联网标准委落地，通信ETF嘉实（159695）景气度攀升

Group 1 - The communication index in China rose by 2.23% as of March 18, with several stocks such as Bee Assistant, Dekoli, and Tianfu Communication increasing over 7% [1] - The Communication ETF from Jiashi (159695) saw a 1.98% increase, with a trading volume of 21.22 million yuan and a turnover rate of 4.75%. The fund has gained 86.41% over the past year and has experienced net inflows for five consecutive days [1] - The establishment of the National Satellite Internet System and Service Standardization Technical Committee aims to accelerate the development of domestic satellite internet standards, promoting healthy industry growth [2] Group 2 - The OFC2026 conference highlighted the strategic importance of optical interconnect technology in AI infrastructure, with major companies like Nvidia, Google, and Microsoft participating [3] - The satellite internet market in China is transitioning from a "specialized" to a "mass" and "integrated" demand phase, indicating a shift in market dynamics [3] - The Communication ETF Jiashi closely tracks the Guozheng Communication Index, which reflects the price movements of listed companies in the communication industry in China's securities market [3]