英伟达Q1营收同比增长69%，通信ETF（159695）涨超1.5%，万马科技涨超16%

Group 1 - The core viewpoint of the news highlights the active performance of the optical module CPO concept, with the Guozheng Communication Index rising by 1.61% and several component stocks, including Wanma Technology, increasing by over 16% [1] - The communication ETF (159695) tracking the Guozheng Communication Index also saw a rise of 1.58% with a turnover rate of 3.86% [1] - Nvidia's Q1 fiscal report for 2026 showed a 69% year-on-year revenue growth to $44.1 billion, exceeding market expectations, while net profit was $18.775 billion, slightly below expectations [1] Group 2 - Zhongyuan Securities anticipates a steady upward trend in the market in the short term, suggesting a focus on policy guidance while considering performance certainty and valuation recovery potential [2] - The report emphasizes the need to closely monitor policy, funding, and external market changes, with short-term investment opportunities identified in general equipment, communication equipment, and environmental protection sectors [2]