Sora加速多模态进程，通信板块盘中领涨，天孚通信涨10%，通信ETF（515880）涨4%

Core Insights - Sora accelerates the multi-modal process, leading to a surge in the communication sector, with Tianfu Communication rising by 10% and other stocks like Zhongji Xuchuang, Xinyi Sheng, Canqin Technology, and Tongxingbao also experiencing gains [1] - The Communication ETF (515880) increased by 4%, with a trading volume exceeding 850 million yuan [1] Group 1: AI Developments - During the Spring Festival, overseas AI made significant advancements, including Open AI's Sora, Google's Gemini Pro 1.5, Meta's V-JEPA model, and NVIDIA's chatith RTX local chatbot application [1] - Recent financial reports from overseas cloud vendors indicate a positive outlook for capital investment in the AI sector, maintaining high industry prosperity [1] Group 2: Capital Expenditure and Infrastructure - Guosen Securities reports that overseas tech giants plan to increase capital expenditures in 2024, focusing on AI infrastructure, indicating a continued arms race in AI computing power [1] - AI-related companies in the supply chain, such as OEMs, optical modules, and servers, have recently disclosed strong performance, contributing to sustained industry prosperity [1] Group 3: Investment Opportunities - Investors without stock accounts can seize investment opportunities in the communication sector through the Communication ETF's linked fund (007818) [1]