英伟达财报公布在即，5G通信ETF（515050）直线上涨1%，新易盛涨超3%

Group 1 - The A-share market saw a rise in sectors related to optical modules, optical communications, and the Nvidia supply chain, with the 5G Communication ETF (515050) increasing by 1.10% as of 9:39 AM [1] - Nvidia, a leader in AI chips, is set to release its financial report for the first quarter of fiscal year 2026 on May 29, 2025, which is expected to provide insights into the AI industry's momentum [1] - Nvidia's revenue for fiscal year 2025 reached $130.497 billion, a year-on-year increase of 114%, while net profit was $72.880 billion, up 145%, indicating its strong position in the AI chip market [1] Group 2 - Guosheng Securities noted that AI applications are currently in a breakthrough phase, with rising demand driven by multi-modal and agent technologies, leading to high industry prosperity [2] - The temporary reduction in holding ratios is seen as a risk-averse measure, but the long-term outlook remains positive as the AI narrative continues to support industry development [2] - The optical module industry is expected to eventually return to a favorable state, and investors should pay attention to opportunities during market corrections [2]