（来源同花顺，以上信息为南都·湾财社AI大数据自动生成） ETF2日收盘涨跌不一，机器人ETF鹏华（159278）领涨2.30%，机器人ETF易方达（159530）涨2.22%， 机器人50ETF（159559）涨2.10%，新能源车电池ETF（159775）领跌9.97%，通信设备ETF（159583） 跌6.45%，创业板人工智能ETF国泰（159388）跌6.21%。截至收盘，ETF两市成交额报5082.06亿元，分 类型来看，股票型ETF成交额2129.72亿元，债券型ETF成交额1954.30亿元，货币型ETF成交额295.50亿 元，商品型ETF成交额96.05亿元，QDII型ETF成交额606.50亿元。其中，成交额最高的非货币型ETF分 别是广发中证香港创新药(qdii-ETF)（513120）、易方达中证香港证券投资主题ETF（513090）、易方 达创业板ETF（159915），成交额分别为142.67亿元、125.84亿元、86.44亿元。 ...

午后科技方向继续强势，盘中芯片、AI、大数据、互联网等方向表现强势。涨幅居前。截至发 稿，通信设备ETF（159583）盘中涨幅达5.69%，创业板人工智能ETF富国（159246）盘中涨幅达 5.36%。其中两者共同的成分股光库科技涨超16%、锐捷网络涨超14%。 每日经济新闻 （责任编辑：张晓波 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 消息面，阿里巴巴发布的2026财年Q1（自然年2025年Q2）财报显示，在AI+云的Capex投资达386 亿元，创历史新高。此外，阿里巴巴开发出了一款全新AI芯片，以填补英伟达在中国市场空白。目 前，这款芯片已完成开发，正处于测试阶段。 通信设备ETF（159583）跟踪中证通信设备主题指数（931271），其成分股中光模块龙头与算力硬 件企业占比极高，能精准映射光模块和算力产业的发展态势，没有场内账户的投资者可以通过联接基金 （A类021933；C类02 ...

今日上午，在CPO概念的带动下，通信设备走势较强，通信ETF（515880）和通信设备ETF（159583）半日涨幅均超过4%，其中，通信ETF（515880）半日 成交金额高达11.65亿元，交投非常活跃。 | | | | 通信概念相关ETF一览 | | | --- | --- | --- | --- | --- | | 代码 | 名称 | 涨幅 (%) | | 现价 换手(% | | 515880 | 通信ETF | 4.49 | 2.442 | 15.87 | | 159583 | 通信设备ETF | 4.47 | 2.057 | 28.82 | | 159695 | 通信ETF | 3.98 | 1.879 | 19:55 | | 159511 | 通信ETF南方 | 3.87 | 1.612 | 17.19 | | 159507 | 通信ETF广发 | 3.84 | 1.729 | 18.46 | | 515050 | 5G通信ETF | 3.82 | 1.848 | 3.8 | 从投资逻辑来看，在"5G+工业互联网"建设中，工业5G终端设备发挥重要作用，工业5G终端设备通过5G网络高速、低时延传输 ...

大科技行情继续，通信方向活跃领涨，盘中AI芯片、存储芯片、通信设备等概念涨幅居前，截至 发稿，通信设备ETF（159583）盘中涨幅达4.95%，科创芯片ETF富国（588810）盘中涨幅达2.90%。其 中通信设备ETF成分新易盛涨超12%，剑桥科技涨停，中际旭创涨超7%。另外，科创芯片ETF富国成分 寒武纪涨超7%。 消息面，《关于深入实施 "人工智能 +" 行动的意见》印发，国务院明确提出，到 2027 年，率先实 现人工智能与 6 大重点领域广泛深度融合，新一代智能终端、智能体等应用普及率超 70%。此外，多 家AI龙头发布超预期业绩。寒武纪上半年营收 28.81 亿元，同比大增 4347.82%，净利润 10.38 亿元，成 功扭亏。中际旭创上半年营收 147.89 亿元，增长 36.95%，净利润 39.95 亿元，增长 69.40% 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com 每日经济新 ...

延续上周五强势行情，今天科技股继续扛起领涨大旗，盘中大数据、东数西算等概念涨幅居前，截 至发稿，通信设备ETF（159583）盘中涨幅达6.48%，信创ETF富国（159538）盘中涨幅达5.05%，大数 据ETF（515400）盘中涨幅达3.51%。其中通信设备ETF成分剑桥光纤、长飞光纤均涨停，信科移动-U 涨超12%。 消息面，2025中国算力大会上工信部表示，中国算力平台正式完成山西、辽宁、上海、江苏、浙 江、山东、河南、青海、宁夏等10个省区市分平台接入工作，实现"平台、主体、资源、生态、场景"全 面贯通。} 另据统计局数据显示，高技术制造业发展向好，1-7月份，规模以上高技术制造业增加值同比增长 9.5%，其中电子及通信设备制造业、航空航天器及设备制造业分别增长12.8%和8.6%。 通信设备ETF（159583）跟踪中证通信设备主题指数 （931271），指数从沪深市场中选取 50 只业 务涉及通信设备制造、通信技术服务以及卫星互联网建设等领域的上市公司证券作为指数样本，其成分 中光模块龙头与算力硬件企业占比极高，能精准映射光模块和算力产业的发展态势。没有场内账户的可 以通过联接基金（A 类02 ...

Group 1 - The communication sector continues to perform strongly, with communication equipment and electronic components leading the market. The communication equipment ETF (159583) saw an intraday increase of 5.82%, while the AI ETFs also showed significant gains, with the AI ETF (589380) rising by 4.26%. Notably, the prices of these ETFs reached new highs during the trading session [1] - OpenAI's executives announced plans to invest trillions of dollars in AI infrastructure to meet the growing computational demands of AI services. The 2025 China Computing Power Conference is scheduled for August 22-24 in Datong, Shanxi, with Huawei confirmed to participate. This conference is expected to be a key catalyst for policy refinement, technology implementation, and order signing [1] - Continuous development in AI is anticipated to drive demand for high-end optical modules, indicating strong long-term growth potential in the optical module industry [1] Group 2 - The communication equipment ETF (159583) closely tracks the CSI Communication Equipment Theme Index (931271), which selects 50 listed companies involved in communication equipment manufacturing, technology services, and satellite internet construction. The index's components have a high proportion of optical module leaders and computing hardware companies, accurately reflecting the development trends in the optical module and computing industries [1] - The ChiNext AI ETF (159246) tracks the ChiNext AI Index (970070.CNI), which selects 50 companies from the ChiNext market that cover the entire AI industry chain, including hardware, software, and applications, with a focus on communication equipment and optical module leaders [2] - The AI ETF (589380) tracks the Sci-Tech Innovation AI Index, selecting 30 larger market cap companies from the Sci-Tech Innovation Board that provide foundational resources, technology, and application support for AI, covering various innovative applications in high-growth areas like cloud computing and robotics [2]

Group 1 - The communication equipment sector continues to show strong performance, with sub-sectors like electronic components, consumer electronics, and instruments being particularly active, leading in gains [1] - As of July 15, the ChiNext AI ETF (159246) and the communication equipment ETF (159583) have high "Yizhongtian" content, with the top three holdings in the AI ETF being major CPO players, accounting for a combined weight of 28.2% [1] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market involved in AI-related fields, covering the entire AI industry chain [2] Group 2 - Huang Renxun stated that China's open-source AI is a catalyst for global progress, allowing various countries and industries to participate in the AI revolution, with the next wave focusing on robotic systems [2] - The communication equipment ETF closely tracks the CSI Communication Equipment Theme Index, which selects 50 listed companies involved in communication equipment manufacturing and services [2]

Group 1 - Nvidia's H20 chip has been released, leading to strong performance in technology sectors, with significant gains in communication equipment, services, electronic components, and the internet [1] - The ChiNext AI ETF (159246) saw an increase of 3.42%, while the communication equipment ETF (159583) rose by 3.15%, indicating positive market sentiment [1] - Key components of the ChiNext AI ETF include Zhongji Xuchuang, New Yisheng, and Tianfu Communication CPO, which together account for 28.2% of the ETF [1] Group 2 - Recent catalysts in the technology sector include the U.S. Department of Commerce's withdrawal of the "AI diffusion rules" and Nvidia's resumption of H20 chip supply to China [2] - The H20 chip, while not as powerful as the H100, can achieve near H100 performance in cluster mode, addressing the needs for domestic AI model training and inference [2] - The ChiNext AI ETF tracks the ChiNext AI Index, which selects 50 companies from the ChiNext market, covering the entire AI industry chain, including hardware, software, and applications [2]

Core Viewpoint - The optical module sector has rebounded collectively, leading to a significant rise in the communication industry chain, with notable increases in related ETFs [1][3]. ETF Market Performance - The Communication Equipment ETF (159583) and Communication ETF (515880) saw half-day gains of 2.69% and 2.65%, respectively, with the Communication ETF achieving a trading volume of 211 million yuan [1][4]. - The 5G Communication ETF (515050) and 5G ETF (159994) also experienced increases of 2.54% and 2.5% [7]. ETF Share Changes - The Communication ETF (515880) has seen a significant increase in shares this year, with an addition of 741 million shares, representing a change rate of 40.82% [3]. - The Communication Equipment ETF (159583) has a smaller scale with only 6.3 million shares and a half-day trading amount of 6.8741 million yuan [3][4]. Investment Logic - The digital economy's new infrastructure is expected to bolster the upgrade of computing networks, driven by policies like Digital China and continuous innovations in AI applications [3]. - The recovery of the ICT foundational optical network industry chain is anticipated to further stimulate demand for optical modules and energy-saving temperature control [3]. Major Weight Stocks in Indices - The top weight stocks in the Communication Equipment Index include: - Luxshare Precision (8.45%) - ZTE Corporation (7.36%) - Gigadevice Semiconductor (6.05%) [5][8]. - The top weight stocks in the 5G Communication Index include: - Luxshare Precision (8.45%) - ZTE Corporation (7.36%) - Gigadevice Semiconductor (6.05%) [8][9].