Core Insights - The technology cycle of AI is unlikely to end in the short term, with a continued focus on computing power as a key driver [1] - NVIDIA's recent earnings report exceeded expectations, indicating that the demand for computing power is still rapidly growing [1] - Google's Gemini3 model has received positive market feedback for its strong capabilities [1] - The hardware sector for computing power is expected to see significant growth in light modules and other components in the coming year [1] Industry Overview - The ongoing investment in computing infrastructure both domestically and internationally is expected to sustain high demand in the light module market [1] - The Communication ETF (515880) is the largest in its category, with light modules accounting for 52% and servers for 22% of its composition as of October 28 [1] - When combined with fiber optics and copper connections, these components represent over 81% of the ETF, reflecting the fundamental strength of overseas computing power [1]

昨日，全球市值最高的AI巨头英伟达再次交出耀眼成绩单，但随着投资者情绪从兴奋转向谨慎，美股急转直下，呈现出广泛的市场回调。 通信ETF（515880）光模块含量超50%，与海外AI产业联系紧密，今日盘中也随之迎来超4%的大幅回调。资金逢低布局踊跃，连续3日净流入超8亿元，近20 日净流入超37亿元。 此外，今年以来通信ETF（515880）在A股表现领先，截至写稿年内涨幅超81%，居全市场ETF涨幅第一。如今通信ETF（515880）深度回调，还可以低位布 局吗，或者说，还能相信"光"吗？ 在AI持续发展的背景下，光模块有望维持高景气度。通信ETF（515880）规模近130亿元居同类第一，光模块占比达52%，服务器占比达22%，叠加光纤、铜 连接等环节，合计占比达81%（权重占比截至10月28日），感兴趣的投资者可持续关注，逢低分批布局。 还能相信光吗？基本面看，人工智能产业化持续加速中 尽管短期市场存在波动，但从基本面看，人工智能行业空间巨大，海外AI产业化正在持续加速，国内方面，国产GPU放量加速，国产算力持续强势。 近日除英伟达财报消息提振外，谷歌Gemini3消息也持续发酵，实力几乎霸榜。Gemin ...