光模块强势拉升！云计算ETF(159890)午后盘中涨超4%，中际旭创、新易盛领涨

Group 1 - The cloud computing ETF (159890) saw a significant increase, rising by 4.02% during trading, with major holdings like Zhongji Xuchuang and Xinyi Sheng gaining over 10% [1] - The AI application competition is entering a new phase, highlighted by recent launches from Alibaba and Ant Group, indicating a strong demand for AI capabilities [1] - Major internet companies in China, including Alibaba, Baidu, Douyin, and Tencent, have completed 182 model releases/updates from January to September 2025, reflecting robust AI development [1] Group 2 - Nvidia reported record revenue of $57 billion for Q3 of fiscal year 2026, a 62% year-over-year increase, with net profit reaching approximately $31.9 billion, up 65% year-over-year [2] - Google's launch of the Gemini 3 AI model, described as the "most intelligent" and "most factually accurate" AI system to date, further emphasizes the advancements in AI technology [2] - The outlook for the AI industry remains optimistic, with expectations of sustained growth driven by demand for computing power, particularly in AI hardware sectors [2]