谷歌财报大超预期，印证AI确定性，天弘中证全指通信设备指数基金(A/C：020899/020900)长期配置价值凸显

Group 1 - Meta has signed a long-term supply agreement with Corning worth $6 billion for fiber optic cables to expand capacity for AI data centers, with a single data center project in Louisiana requiring 8 million miles of fiber [1] - Nvidia is hosting a CPO webinar on February 3, 2026, focusing on co-packaged silicon photonic switches, highlighting the strategic value of CPO as a physical foundation for scaling AI computing power [1] - Alphabet's Q3 earnings report shows Google Search revenue growth accelerating from 15% to nearly 17%, while Google Cloud revenue growth surged by 14 percentage points to 48%, alleviating concerns about AI chatbots impacting search business [1] Group 2 - Google's earnings report confirms the certainty of AI, with a continued shortage of computing power; Gemini 3.0 is noted as the fastest model in the company's history, and its monthly active users exceed 750 million [2] - Google has reduced the unit cost of Gemini services by 78% through model optimization, and the company is in a tight computing power supply situation, which is expected to persist throughout the year [2] - The Tianhong CSI Communication Equipment Index Fund has ranked first among similar funds in 2025, benefiting from the AI computing power boom [2] Group 3 - The Tianhong CSI Communication Equipment Index Fund focuses on the optical communication sector, with top holdings including leading optical module companies, which collectively account for nearly 35% of the fund [3] - The fund manager emphasizes a dual-driven investment framework of "AI computing power explosion + communication infrastructure upgrade," which provides clear direction for fund operations [4] - The Tianhong CSI Communication Equipment Index Fund closely tracks the CSI Communication Equipment Index, which includes 50 listed companies in the communication equipment sector [4]