Sou Hu Cai Jing·2026-02-26 03:57Core Viewpoint - Nvidia's latest earnings report significantly exceeded market expectations, leading to a surge in the stock price of the AI-focused ETF, which is heavily invested in optical module leaders [1][2][3] Group 1: Market Reaction - The AI-focused ETF (159363) saw a price increase of 2.39% on February 26, with a total inflow of 532 million yuan over the previous four days [1] - Nvidia's stock rose over 4% in after-hours trading following the earnings report, indicating strong market confidence [3] Group 2: Nvidia's Performance - Nvidia reported revenue of $68.1 billion for Q4 of fiscal year 2026, a 73% year-over-year increase, surpassing analyst expectations of $65.684 billion [2][3] - The company's guidance also exceeded market expectations, alleviating concerns about an "AI bubble" and demonstrating sustained demand for AI technologies [2][3] Group 3: Impact on Related Companies - The demand for high-speed optical modules is expected to grow explosively, benefiting domestic leaders like Zhongji Xuchuang, Tianfu Communication, and New Yisheng [3] - Key optical module stocks such as Tianfu Communication rose over 9%, reaching a new historical high, while Xincheng Technology surged over 18% [1][2]