AI（人工智能）算力概念爆发，通信等主题ETF（交易型开放式指数基金）再度领涨全场ETF。 今年以来，随着算力概念的持续火爆，通信、人工智能等板块表现一直强势。Wind数据显示，截至12月8日，申万一级行业 指数中，通信指数以79.14%的涨幅位居第二。 相关主题ETF顺势成为年内领涨产品，截至12月8日，国泰通信设备ETF、富国通信设备ETF成为年内目前唯二涨幅翻倍的 ETF，分别上涨115.62%和106.11%，国泰基金、南方基金、华宝基金旗下创业板人工智能ETF年内均涨超97%。 除上述热门主题ETF外，含"科"量较高的主题ETF年内涨幅同样居前，包括5G、算力等主题ETF。与此同时，部分主题ETF 被资金持续加码，易方达人工智能ETF年内上涨65.5%，获净流入超70亿元。 行业延续高景气 通信ETF领涨 光模块概念股集体爆发，多股涨超10%，部分刷新历史新高。板块带动下，多只通信、人工智能、5G等主题ETF同步大 涨。数据显示，截至12月8日收盘，富国通信设备ETF上涨5.65%，华安基金、大成基金、国泰基金旗下创业板人工智能ETF 均涨超5%。 | 序号 代码 | | 类型 名称 | 现价 | ...

Group 1 - The AI industry chain continues to attract investment, with a focus on computing power [1][6] - The communication and military industry ETFs have seen significant gains, driven by geopolitical tensions and AI-related stocks [2][3] - The CPO concept index has led the market with a 4.91% increase, while several communication and 5G-related ETFs have also surged [3][4] Group 2 - The military sector's rise is linked to heightened geopolitical tensions, while the drop in gold prices is attributed to market corrections [2][5] - The domestic demand for computing power is expected to increase due to geopolitical conflicts and trade tariffs, benefiting the local market [6][9] - The semiconductor sector, particularly in light modules, is gaining attention as the market remains focused on AI developments [7][8]