通信板块延续反弹，通信ETF（515880）涨1.5%，东方通信涨8.2%

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通信板块延续反弹，东方通信涨8.2%，中天科技、广和通、美利信、通行宝、光库科技等多股上涨，通信ETF（515880）涨1.5%。随着AI的持续发展，通信在训练/推理中的重要性正在不断提升，产品迭代速度明显加速，对上游算力相关的通信需求或带来指数级增长空间。随着24年一季度海内外公司定期报告逐步披露AI业务相关数据，算力需求年内有望持续高涨并突破原本预期。国内光通信产业链在众多环节优势均较为明显，...

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