Shang Hai Zheng Quan Bao·2026-02-26 05:10Core Viewpoint - The A-share market showed mixed performance with major indices fluctuating, driven by strong sentiment in the AI hardware sector following Nvidia's better-than-expected earnings report [1][4]. Group 1: AI Hardware Sector - Nvidia reported Q4 2026 fiscal year revenue of $68.1 billion, a significant year-on-year increase of 73%, exceeding analyst expectations of $65.68 billion [4]. - Nvidia's full-year revenue for fiscal year 2026 reached $215.9 billion, marking a 65% growth and setting a new record [4]. - Key AI hardware stocks such as Jiepte and Tianfu Communication saw a surge, with Jiepte hitting a 20% limit up and reaching a historical high [2][4]. Group 2: Power Equipment Sector - The power equipment sector experienced a notable rise, with companies like Beijing Keri and Shenneng Power hitting the daily limit [5]. - Beijing Keri announced it won bids for two significant projects, totaling approximately 288 million CNY, which represents about 14.1% of its audited revenue for 2024 [6]. - The global demand for power equipment is expected to increase significantly, driven by the rising electricity needs of AI data centers, with global investment in power grids projected to reach $390 billion in 2024 [7].