20cm速递|创业板人工智能ETF国泰（159388）收跌超3.6% 机构聚焦算力产业共振，把握回调布局机会

Group 1: Industry Insights - North American optical module and chip companies show strong performance guidance, indicating sustained global computing power demand [1] - Fabrinet's FY2026 Q1 revenue increased by 22% year-on-year and 8% quarter-on-quarter, driven by robust demand in the Data Center Interconnect (DCI) business, which saw a 92% year-on-year and 29% quarter-on-quarter revenue growth [1] - Coherent's FY2026 Q2 revenue guidance is between $1.56 billion and $1.70 billion, benefiting from technological advancements in DCI ZR/OCS/1.6T VCSEL solutions [1] - Lumentum's FY2026 Q2 revenue guidance is between $630 million and $670 million, with strong demand for optical modules and a supply shortage of EML lasers expanding from 10% to 20-30%, prompting the company to increase laser chip production capacity by 40% [1] - Zhongke Shuguang launched the world's first single-cabinet 640-card super node scaleX640, enhancing computing density by 20 times and improving performance for trillion-parameter model training scenarios by 30-40% [1] - Global AI investment is accelerating in a CSP arms race, continuously benefiting the computing power infrastructure [1] Group 2: Market Performance - The Guotai (159388) ETF tracking the ChiNext AI Index (970070) experienced a daily fluctuation of over 20%, reflecting the performance of listed companies involved in AI software and hardware development, algorithm research, and application services [2] - The index components primarily focus on information technology and intelligent manufacturing sectors, showcasing significant growth and innovation characteristics [2]