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02-10

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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