On March 17, the main A-share index opened high and fluctuated, and the AI+ direction was slightly adjusted, and as of 13:51, the CSI 5G communication theme index (931079) fell 0.25%. In terms of constituent stocks, Quectel (603236) led the rise by 3.48%, Thundersoft (300496) rose 3.29%, and Fiberhome Communications (600498) rose 3.03%; Guobo Electronics (688375) led the decline by 3.52%, ECT (300679) fell by 3.50%, and Kinwong Electronics (603228) fell by 3.26%. In terms of related ETFs, 5G Communications ETF (515050) fell 0.25%.

In the past five trading days, 5G communication ETF (515050) has received continuous net inflows, with a total of 100 million yuan. On the news side, Nvidia (NVDA. O) GTC 2025 kicks off on March 17, with CEO Jensen Huang's keynote scheduled for March 18. The conference will involve 1,000 sessions, 2,000 speakers and nearly 400 exhibitors. The market expects Huang's speech to outline the company's technology roadmap, with a focus on the Blackwell Ultra GPU and the next-generation Vera Rubin superchip. These technologies are critical to Nvidia's revenue growth, especially as its stock price has fallen 26% from a high of $153.

According to the data, the 5G communication ETF (515050) tracks the CSI 5G communication theme index, covering the leading targets in 5G, 6G, AI computing power, and AI application fields, and its exposure on the technology leading index is as high as 87%. It tracks the CSI 5G Communication Theme Index (931079), and the top ten weighted stocks are Luxshare Precision (002475), ZTE (000063), Zhongji InnoLight (300308), GigaDevice (603986), Industrial Fortune Union (601138), Goertek (002241), Xin Yisheng (300502), Unisplendour (000938), AVIC Optoelectronics (002179), Shanghai Electric (002463). The top 10 weighted stocks together accounted for 52.17%. Off-site connectivity (Class A: 008086; Category C: 008087).

More data shows that as of March 14, 2025, the 5G communication ETF has a drawdown of 0.14% relative to the benchmark, the smallest drawdown among comparable funds; The management fee is 0.50% and the custody fee is 0.10%, which is the lowest rate among comparable funds; The tracking error in the past 1 month is 0.008%, which is the highest tracking accuracy among comparable funds.

Full name of related ETFs: ChinaAMC CSI 5G Communication Theme ETF (515050), OTC Connect (A: 008086; C：008087)。