光模块卖铲人逻辑较强,资金抢筹布局,通信ETF近20日资金净流入超27亿元

每经ETF风向标
Feb 10

光模块卖铲人逻辑较强,资金抢筹布局,资金面看,通信ETF(515880)近20日资金净流入超27亿元。资本开支方面,海外云厂商Capex指引继续大幅上修,带动产业链估值修复。谷歌2026年资本支出预计在1750亿至1850亿美元之间,同比接近翻倍;Meta全年资本支出指引1150亿~1350亿美元,同比增长73%;亚马逊指引2000亿美元,同比增长53%。行业景气方面,美股财报再度印证AI确定性,...

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