GTC Conference Brings Trillion-Dollar AI Catalyst, Seize Low-Position Layout Opportunities in Optical Communications, Telecommunications ETF (515880) Deep Pullback Exceeds 4%

On March 16, Beijing time, NVIDIA’s GTC 2026 conference officially opened. Founder and CEO Jensen Huang delivered a keynote speech, showcasing the grand blueprint of the AI computing industry to the world. The conference released three core signals: First, demand-side guidance exceeded expectations, with Huang explicitly stating that by 2027, there will be at least one trillion dollars of high-confidence demand; second, technological iteration accelerates, with the debut of the world’s first 1.6nm AI chip Feynman, a comprehensive upgrade of the Rubin platform, and the official release of the LPU inference chip integrating Groq technology; third, the path of optical interconnection becomes clearer, with mass production of CPO switches, and Huang clearly stating, “We need more copper cable capacity, more optical chip capacity, and more CPO capacity,” thoroughly dispelling market doubts about the technical route.

Relevant institutions indicate that under the triple resonance of exploding demand, technological iteration, and clear pathways, communication hardware centered on optical modules, as the “vessels” of computing power interconnection, is continuously increasing in value as AI shifts from training to inference and from single-point computation to cluster interconnection.

Looking beyond 2027, the AI wave continues to drive demand for computing power, with the deployment of optical modules and CPO technology steadily expanding the market size of optical components. The Communication ETF (515880) has a high core component weight, with optical modules, servers, fiber optics, and copper connections totaling over 75%, reflecting the fundamental prosperity of overseas computing power. In 2025, the secondary market saw a rise of 125.81%. In 2026, amid this historic opportunity in AI, it is expected to maintain strong performance. Interested investors are advised to continue monitoring.

Note: Data source: China Securities Index Co., Ltd., Wind. As of March 16, 2025, the Communication ETF’s scale was 14.766 billion yuan, ranking first among 15 similar products. The weightings are as of March 9, 2025. Index components may change according to index compilation rules and do not constitute any investment advice or stock recommendation. Mentioned stocks are only for industry event analysis and do not constitute any stock recommendation or investment advice. Short-term index fluctuations are for reference only and do not predict future performance, nor do they constitute a promise or guarantee of fund performance. Opinions may be adjusted according to market conditions and do not constitute investment advice or commitments. The risk and return characteristics of the funds mentioned vary; investors should carefully read the fund legal documents, fully understand product features, risk levels, and income distribution principles, and choose products that match their risk tolerance, investing cautiously.

Daily Economic News

(Editor: He Chong)

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