Mei Ri Jing Ji Xin Wen·2026-01-16 02:22Group 1 - The AI+ concept is experiencing adjustments, while AI hardware concepts like optical modules are performing well, with the communication ETF rising by 0.76% [1] - TSMC's Q4 revenue reached $33.67 billion, a year-on-year increase of 25.5%, and a quarter-on-quarter increase of 5.7%, exceeding market expectations [1] - TSMC's gross margin was 62.3%, significantly above the guidance range of 59%-61%, and net profit surged by 35% year-on-year, reaching 505.74 billion NTD [1] Group 2 - Guosheng Securities suggests focusing on performance as year-end approaches, with companies required to release performance forecasts if net profit changes exceed 50% [2] - The communication ETF tracks the CSI 5G communication theme index, focusing on electronic and communication hardware, with top holdings including Zhongji Xuchuang and Liyuan Precision [2] - The AI-focused ETF has a low comprehensive fee rate of 0.20%, making it attractive for investors looking to gain exposure to AI hardware and software applications [2]