AI Large Models Drive Sustained Robust Computing Power Demand, Guotai CSI All Share Communication Equipment ETF (515880) Rises Nearly 3% in Early Trading

NewTimeSpace News: As of 10:47 on February 26, 2026, Communication ETF (515880) rose 2.95%, extending its winning streak to three consecutive sessions, with the latest price at 1.12 yuan.In terms of liquidity, Communication ETF recorded an intraday turnover rate of 4.8%, with trading volume reaching 717 million yuan. Looking at a longer time frame, as of February 25, the ETF's average daily trading volume over the past month was 1.145 billion yuan. In terms of scale, Communication ETF's latest assets under management reached 14.67 billion yuan.

NewTimeSpace News: As of 10:47 on February 26, 2026, Communication ETF (515880) rose 2.95%, extending its winning streak to three consecutive sessions, with the latest price at 1.12 yuan. Looking at a longer time frame, as of February 25, 2026, Communication ETF has cumulatively increased 3.24% over the past two weeks. (The stocks listed above are index constituents only, with no specific recommendation intended.)

In terms of liquidity, Communication ETF recorded an intraday turnover rate of 4.8%, with trading volume reaching 717 million yuan. Looking at a longer time frame, as of February 25, the ETF's average daily trading volume over the past month was 1.145 billion yuan. (Data source: Wind)

In terms of scale, Communication ETF's latest assets under management reached 14.67 billion yuan. (Data source: Wind)

Data shows that leveraged funds continue to build positions. Communication ETF's net margin purchase amount on the previous trading day reached 4.0108 million yuan, with the latest margin balance at 342 million yuan. (Data source: Wind)

As of February 25, Communication ETF's net value has risen 250.97% over the past three years, ranking 1st out of 2,007 index equity funds, placing it in the top 0.05%. In terms of return capability, as of February 25, 2026, since its inception, Communication ETF's highest monthly return was 45.44%, the longest consecutive rising period was 6 months, the longest consecutive rising gain was 133.31%, the ratio of rising to falling months was 42/35, the average return rate during rising months was 8.37%, the annual profit percentage was 66.67%, and the historical 2-year holding profit probability was 63.69%. As of February 25, 2026, Communication ETF's annualized excess return over the benchmark over the past two years was 1.13%.

In terms of drawdown, as of February 25, 2026, Communication ETF's maximum drawdown year-to-date was 6.34%, with a relative benchmark drawdown of 0.13%.

In terms of fees, Communication ETF has a management fee of 0.50% and a custody fee of 0.10%.

In terms of tracking accuracy, as of February 25, 2026, Communication ETF's tracking error over the past two months was 0.020%.

Communication ETF closely tracks the CSI All Share Communication Equipment Index. The CSI All Share Communication Equipment Index selects listed company securities involved in the communication equipment sector from the CSI All Share Index as index samples to reflect the overall performance of listed company securities in this theme.

CSC Financial Securities stated that AI large models are accelerating into the deep waters of commercial monetization, transitioning from the "low-price/free land-grab" phase to the "paying for high quality" phase, driving sustained robust computing power demand. During the holiday period, U.S. AI optical communication stocks including Lumentum, Corning, and Coherent all hit record highs, while core A-share optical module and fiber optic cable companies also attracted significant capital attention. The institution believes that computing infrastructure expansion, network architecture upgrades, and data flow acceleration triggered by large model iterations will continue to solidify the strategic position of communication infrastructure as a key foundation in the AI era.

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