On August 28, the optical module sector surged ahead, with the Communication ETF (515880) closing up over 9.3%. Since the beginning of the year, the Communication ETF (515880) has accumulated a gain of 87.32%, ranking first among A-share ETFs! Where to find the "Optical Module ETF"? The Communication ETF (515880) has a 45% allocation to optical modules.

On the news front, NVIDIA CEO Jensen Huang shared his outlook on the Chinese market during an earnings conference call. Huang stated that the company "certainly could" introduce its advanced Blackwell processors to the Chinese market. Simultaneously, he called on the U.S. government to open market access channels for American chip manufacturers. Huang also predicted that the Chinese market could bring about $50 billion in business opportunities this year. As the world's second-largest economy, China's artificial intelligence market is expected to achieve 50% growth next year. Boosted by this news, China's domestic chip industry chain surged across the board today.

Against the backdrop of ongoing investments in computing infrastructure both domestically and internationally, the optical module market is expected to maintain high vitality. The target index of the Communication ETF (515880) has a 45% allocation to optical modules, and when combined with servers, copper connections, optical fibers, and others, the total exceeds 70%. This allocation to core segments is likely the highest among mainstream artificial intelligence and communication indices, making it worth watching for related investment opportunities.