4月2日，AI方向整(zheng)體回調，光(guang)模塊、光(guang)通信(xin)(xin)、AI算力等(deng)概(gai)念跌(die)(die)超2%，截至13:23，中證5G通信(xin)(xin)主題指數(shu)下(xia)(xia)(xia)跌(die)(die)1.97%，光(guang)迅科(ke)技領(ling)跌(die)(die)5.43%，寶信(xin)(xin)軟件下(xia)(xia)(xia)跌(die)(die)4.30%，信(xin)(xin)科(ke)移動(dong)下(xia)(xia)(xia)跌(die)(die)3.70%，立訊精(jing)密下(xia)(xia)(xia)跌(die)(die)3.64%，數(shu)據港下(xia)(xia)(xia)跌(die)(die)3.46%。5G通信(xin)(xin)ETF(515050)下(xia)(xia)(xia)跌(die)(die)1.69%。

TMT算力(li)方向近(jin)日震蕩調整，資金(jin)借勢持續布局。5G通(tong)(tong)信(xin)ETF昨(zuo)日獲得940萬元(yuan)資金(jin)凈流入，近(jin)1周規模(mo)增長8774.86萬元(yuan)，新增規模(mo)位居同類第一。5G通(tong)(tong)信(xin)ETF（515050）：緊密跟蹤中(zhong)證5G通(tong)(tong)信(xin)主題指數，權(quan)重(zhong)行業集中(zhong)于(yu)電子(zi)（45.5%）、通(tong)(tong)信(xin)（29.8%）、計(ji)算機（15.3%）、國防軍工（5.3%），指數成分(fen)股在光通(tong)(tong)信(xin)、光模(mo)塊主題的暴露度超30%，并(bing)覆蓋了(le)服務器、PCB、消費(fei)電子(zi)、存儲芯片(pian)、工業互聯網等多個(ge)細(xi)分(fen)算力(li)方向的龍頭標的。

后市來看(kan)，5G通信板塊不乏事(shi)件題材催化，近(jin)日(ri)，低(di)(di)空(kong)(kong)(kong)經(jing)(jing)濟概念大火，據介紹，低(di)(di)空(kong)(kong)(kong)經(jing)(jing)濟是以低(di)(di)空(kong)(kong)(kong)空(kong)(kong)(kong)域(yu)(yu)（通常垂直地(di)平面(mian)1000m~3000m距離）為(wei)依托，以低(di)(di)空(kong)(kong)(kong)飛行器為(wei)牽引，輻射帶動相(xiang)關(guan)領(ling)域(yu)(yu)融合(he)(he)發展的(de)綜合(he)(he)性經(jing)(jing)濟形態。天風(feng)證(zheng)券指出，低(di)(di)空(kong)(kong)(kong)經(jing)(jing)濟迎政策暖風(feng)，5.5G為(wei)空(kong)(kong)(kong)域(yu)(yu)管理、低(di)(di)空(kong)(kong)(kong)安防等領(ling)域(yu)(yu)提供支撐底座(zuo)。5.5G上(shang)下行傳輸速率有(you)望(wang)提升10倍、保障毫(hao)秒級時延，能有(you)效追蹤飛行器并提供空(kong)(kong)(kong)域(yu)(yu)管理、低(di)(di)空(kong)(kong)(kong)安防等服(fu)務。