Mei Ri Jing Ji Xin Wen·2026-02-26 02:49Group 1 - The A-share market saw a strong opening for optical fiber, optical communication, and CPO concept stocks, with several stocks like Jieput and Zhongtian Technology hitting the daily limit [1] - Nvidia reported record revenue of $68.1 billion for Q4 of fiscal year 2026, a year-on-year increase of approximately 70%, with data center revenue also reaching a new high [1] - Nvidia's CEO Jensen Huang stated that Agentic AI has reached a turning point, emphasizing that computing power directly translates into revenue, and confirmed a significant infrastructure partnership with OpenAI [1] Group 2 - Huaxi Securities noted that the AI development phase is currently in a critical acceleration period, with increasing demand for tokens and ongoing expansion of underlying computing infrastructure [2] - The communication ETF Huaxia (515050) focuses on electronic and communication computing hardware, with top holdings including Zhongji Xuchuang and Xinyi Sheng [3] - The AI ETF Huaxia (159381) has a balanced layout between hardware and AI software applications, with a fund size of nearly 2 billion and a low comprehensive fee rate of 0.20% [3]