谷歌叙事持续发酵，集成电路ETF（159546）值得关注

Group 1 - The integrated circuit ETF (159546) experienced a high of nearly 4% in the morning but closed with a gain of 1.28% [1] - The strong performance of the integrated circuit ETF is attributed to the market's recognition of domestic computing power and the involvement of certain manufacturers in Google's OCS supply chain [2][6] - Google's deployment of optical circuit switches (OCS) in data centers is a significant factor, as OCS allows direct transmission of data using light, avoiding the need for conversion to electrical signals, resulting in lower power consumption and latency [2] Group 2 - OCS technology has advantages such as lower power consumption and faster signal transmission compared to traditional electronic switching, but it faces challenges due to its immature technology and incomplete supply chain [2][3] - The current mainstream OCS solutions include MEMS mirrors, digital liquid crystal, piezoelectric ceramics, and silicon photonic waveguides, with Google utilizing a MEMS-based approach for its Palomar OCS [3] - The supply chain for OCS is currently fragmented, but the recognition of overseas computing power is growing, with Google's AI ecosystem creating a competitive advantage across chips, networks, models, and applications [6]