TFC(SZ:300394) Xin Lang Cai Jing·2026-02-26 03:05Group 1 - Nvidia's latest earnings report exceeded market expectations, with Q4 revenue for fiscal year 2026 reaching $68.1 billion, a significant year-on-year increase of 73%, surpassing the forecast of $65.684 billion [2][10] - The strong performance alleviated market concerns regarding an "AI bubble," demonstrating sustained demand for AI technologies [4][10] - Nvidia's CEO highlighted exponential growth in computing demand, indicating a pivotal moment for AI applications in enterprises [10] Group 2 - The AI-focused ETF (159363) saw a price increase of 2.39% on February 26, driven by preemptive investments, with a total inflow of 532 million yuan over the previous four days [1][7] - Key stocks within the ETF, such as Tianfu Communication, surged over 9%, reaching a new historical high, while other companies like Xingchen Technology and Runze Technology also posted significant gains [3][12] - The ETF's portfolio is approximately 60% allocated to computing power (including leading optical module companies) and 40% to AI applications, positioning it to benefit from the commercialization of AI technologies [10] Group 3 - The demand for high-speed, low-latency internal communication is experiencing explosive growth due to AI computing clusters, positively impacting domestic optical module leaders like Zhongji Xuchuang, Tianfu Communication, and Xinyi Sheng [10] - The ETF and its associated funds are expected to directly benefit from the growth dividends of AI technology commercialization [10]