Group 1 - Major telecommunications companies recently reported mid-year results, showing revenue growth that exceeded expectations, positively impacting the telecommunications sector [1] - The computing hardware sector remains highly prosperous, driven by AI, with several favorable factors for the future, including increased penetration of AI applications and the trend of domestic substitution in chip manufacturing [1] - Investors are encouraged to continue monitoring and positioning themselves in the computing hardware sector for potential opportunities [1] Group 2 - Although there is currently no "pure yuan" optical module ETF, smart capital is actively investing in the "Zhen Huan" telecommunications ETF (515880), which has a 45% allocation to optical modules [1] - As of August 26, the telecommunications ETF has attracted over 2 billion yuan in the past 10 days, with a total scale nearing 7 billion yuan [1] - The index of the telecommunications ETF (515880) has a 45% allocation to optical modules, and when combined with servers, copper connections, and optical fibers, the core segment allocation exceeds 70%, indicating a strong focus on key components in the mainstream AI and telecommunications indices [1]

Group 1 - The core viewpoint is that the "Zhen Huan" Communication ETF (515880) has attracted nearly 2 billion yuan in the last 10 days, with a total scale exceeding 6.6 billion yuan, indicating strong investor interest in the sector [1] - The current market for optical modules is experiencing a significant uptrend, with the optical module content in the Communication ETF at 45%, suggesting a strategic investment opportunity in this area [1] - According to Guosheng Securities, the optical module sector is transitioning from rapid earnings growth to a critical phase of valuation enhancement, with leading companies moving from "earnings realization" to "value reassessment" [1] Group 2 - The Communication ETF's index has a 45% weight in optical modules, and when combined with servers, copper connections, and optical fibers, the total exceeds 70%, indicating a high concentration of core segments compared to other AI and communication indices [1]