The certainty of computing power growth is highlighted, and the low-fee cloud computing ETF ChinaAMC (516630) and communication ETF ChinaAMC (515050) are receiving much attention

On March 11th, the optical module computing hardware sector continued to rise, while the AI computing leasing sector showed significant differentiation. Oracle's financial report indicates that AI cloud computing orders have been converted into revenue, and it is expected that revenue for cloud infrastructure vendors will continue to grow in the coming years. Huaxi Securities pointed out that the increase in token demand reflects the expansion of AI inference demand, and computing-related ETFs such as the Communication ETF ChinaAMC (515050) and the Cloud Computing ETF ChinaAMC (516630) are receiving much attention, with the former focusing on electronic and communication hardware, and the latter concentrating on domestic AI software and hardware