Group 1 - Nvidia announced that its Blackwell/Rubin chip platform will exceed $500 billion in business by the end of 2026, indicating a revenue forecast of $350-400 billion for the data center business over the next five quarters, which is a 20%+ upward revision from market consensus of $318 billion [1] - The surge in chip shipments and rapid capacity expansion confirmed the performance certainty of optical modules by 2026, with optical modules leading the semiconductor sector in the current AI market [1] - If the results of the US-China talks on November 1 are favorable, the global market may experience a honeymoon period similar to May-August of this year, with semiconductors expected to catch up with optical modules [1] Group 2 - The domestic AI industry chain-focused ETF (589520) showed a slight increase of 0.16% today, with a peak intraday gain of 0.63%, indicating strong buying interest [2] - Key stocks in the ETF, such as Lanke Technology and Yingxi Network, saw gains of over 2%, while other stocks like Stone Technology and Weisheng Information rose by more than 1% [2] Group 3 - The three highlights of the domestic AI ETF (589520) include: 1. Policy support driving AI growth, with core trends in AI development focusing on end-cloud integration, benefiting companies with the largest revenue in their segments [4] 2. The urgency for domestic alternatives in the context of technology friction, emphasizing the importance of information and industrial security [4] 3. The ETF's high elasticity and strong offensive potential, with over 70% of the top ten holdings concentrated in the semiconductor sector [4] - The ETF has outperformed the broader market, with a cumulative increase of 65.84% since its low on April 8, surpassing other indices like the Sci-Tech Innovation Index and Sci-Tech 50 [4][5]

北京时间10月29日凌晨，英伟达举办GTC大会，官宣Blackwell/Rubin芯片平台到2026年底在手业务将超 越5000亿美金（包含网络收入），这意味着未来5个季度数据中心业务收入为3500-4000亿美金，相对市 场共识的3180亿美金，进行了20%+上修。 业内人士指出，英伟达GTC大会官宣，芯片出货量激增，产能扩张迅猛，坐实光模块2026年业绩的确定 性。此轮AI行情中，光模块走势领先于半导体。展望后市，倘若11月1日中美和谈结果向好，全球市场 或迎来类似今年5-8月的蜜月期，半导体有望实现对光模块的补涨，看好科创人工智能方向后市表现。 平安证券指出，在美国限制先进芯片出口中国，以及打压国产算力芯片、国产大模型的行业大背景下， 国产算力替代的紧迫性持续提升。申港证券认为，随着算力基础设施的持续投入，国产算力在模型侧和 算力芯片方面或将持续突破，有望维持较好景气度，展望中期，国产算力有望获得领先于海外算力的增 长弹性。 成份股方面，澜起科技、萤石网络涨超2%，石头科技、威胜信息涨逾1%，道通科技、合合信息、云从 科技、金山办公等个股跟涨。 【国产替代之光，科创自立自强】 4、收益亮眼，显著领跑：科 ...