Nvidia(US:NVDA) Jin Rong Jie·2026-02-26 05:43Group 1 - The core viewpoint of the news highlights significant growth in the optical communication sector driven by AI demand and advancements in technology, particularly in the context of Nvidia's financial performance and the rising prices of optical fibers [1][2]. - Nvidia reported a record high revenue of $68.127 billion for Q4 of fiscal year 2026, marking a 73% year-over-year increase, with its data center networking business experiencing a staggering 263% growth, driven by the demand for chip interconnects [1]. - The price of G.652.D single-mode optical fiber has reached a near seven-year high, with prices in February 2026 surpassing 30 yuan per core kilometer, and actual transaction prices concentrated between 40 to 50 yuan per core kilometer, reflecting a cumulative increase of 94% to 144% [2]. Group 2 - The communication ETF managed by Jiashi (159695) has seen a 2.37% increase, with a trading volume of 28.4372 million yuan and a turnover rate of 7.27%, while the fund has appreciated by 86.29% in 2025 [1]. - The report from Guosheng Securities indicates that the deployment of AI large models is transitioning from a "parameter competition" to a "productivity competition," which is expected to drive new growth in optical communication, supported by demand from AIDC and drones [2].