海外厂商将发布财报，通信板块盘中上行，通信ETF（515880）涨超1%

Group 1 - Nvidia is set to release its Q1 2026 earnings report on May 28, with expected revenue of $43.2 billion, a 65% year-over-year increase, and earnings per share of $0.814, reflecting a 36% growth [1] - The demand for computing power has surged in the past two years due to advancements in computing chips, leading to a short-term supply shortage and intensified competition among major companies in AI model development [1] - The AI application landscape is still in its early stages, with significant growth potential in various AI+ application scenarios, including embodied intelligence [1] Group 2 - The optical module industry, as a foundational component for computing clusters, continues to exhibit high growth potential [1] - The Communication ETF (515880) tracks the communication equipment index (931160), which includes A-share listed companies in communication equipment manufacturing and related services, such as optical modules and fiber optics [1] - The index reflects the performance of core enterprises in the communication technology industry, showcasing significant technological characteristics and upgrade orientation [1]