谷歌、微软财报超预期！验证AI算力高景气，5G通信ETF（515050）冲高涨超2%

每日经济新闻04-26

4月26日开盘，受海外消息提振，光模块、AI算力概念冲高，截至9:35，5G通信ETF（515050）涨超2%，持仓股工业富联、新易盛、中际旭创涨超6%。消息面上，海外云厂商巨头谷歌、微软公布财报，均超出市场预期。谷歌母公司Alphabet4月26日公布一季报，第一财季实现营收805.4亿美元，微软第三财季实现营收619亿美元。AI高景气，相关光模块、光通信、服务器产业链持续收益。5G通信ETF（...

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