In terms of news, due to the explosive global demand for AI and rising supply chain costs, Alibaba Cloud's AI computing power and storage products have increased in price by up to 34%. Among them, products such as the PingTouGe ZhenWu 810E computing cards have risen by 5%-34%, and the file storage product CPFS (Intelligent Computing Version) has increased by 30%. According to informed sources, another important reason for this round of price increases is the &#34;surge in token call volume.&#34; Alibaba Cloud's MaaS business has achieved its highest growth rate in history from January to March this year. Alibaba Cloud is directing scarce AI computing resources towards token businesses.
Datong Securities pointed out that as AI applications extend from training to inference, the market demands lower latency and higher throughput capabilities from computing hardware. Against this backdrop, core computing chips such as GPUs are accelerating their evolution towards specialized architectures. For example, LPU technology focuses on optimizing inference efficiency, while CPO solutions aim to break through the bandwidth and power consumption bottlenecks of data transmission. The evolution of these technological paths is expected to drive technological upgrades and value reconstruction in areas such as server motherboards, PCBs, and optical interconnects. There is optimism for AI core computing hardware, and component suppliers with relevant core technology reserves are expected to gain development opportunities during the future construction cycle of computing infrastructure.
As of March 18, 2026, 13:14, the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) rose by 0.44%. Component stocks such as ShenKeda rose by 18.66%, YouKeDe rose by 14.24%, Olin Bio rose by 10.15%, AnLu Technology rose by 9.66%, and AoFu Technology rose by 8.65%. The Science and Technology Innovation Index ETF Penghua (589680) rose by 0.15%, with the latest price reported at 1.34 yuan.
The Science and Technology Innovation Index ETF Penghua closely tracks the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index, which is composed of the securities of qualified listed companies on the Science and Technology Innovation Board of the Shanghai Stock Exchange, and includes sample dividends in the index returns, reflecting the overall performance of the securities of listed companies on the Science and Technology Innovation Board after accounting for dividend income.
Data shows that as of February 27, 2026, the top ten weighted stocks in the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index (000680) are Haiguang Information, Cambricon, SMIC, Zhongwei Company, Lanke Technology, Chipone, Kingsoft Office, Baile Tianheng, United Imaging Healthcare, and Tuojing Technology, with the top ten weighted stocks accounting for a total of 21.99%.
Science and Technology Innovation Index ETF Penghua (589680), off-market connections (A: 023757; C: 023758; I: 024141)

SOXL

159998

Alibaba Cloud has raised prices on some products by up to 34% due to a surge in global AI demand and rising supply chain costs. The increasing demand for low-latency and high-throughput capabilities in the AI computing hardware market is driving the evolution of core computing chips towards specialized architectures. The Penghua SSE Science and Technology Innovation Board Composite ETF rose by 0.15%, while the Shanghai Stock Exchange Science and Technology Innovation Board Composite Index increased by 0.44%. Related technological upgrades are expected to bring development opportunities to component suppliers with core technologies

腾讯新闻 - 财经

VanEck Semiconductor ETF

Direxion Semicon Bull 3X

Tianhong CSI Computer Theme ETF

Global X Data Center & Dgtl Infrs ETF

Franklin Exponential Data ETF

Penghua SSE Science and Technology Innovation Board Composite ETF

SPDR S&P Semicon

iShares US Digital Infrastructure and Real Estate ETF

KraneShares 2x Long BABA Daily ETF

iShares Semiconductor ETF

BABA 2x Long Daily ETF - GraniteShares

科创综指

Global X Cloud Computing ETF

BABA-W

Alibaba

The SSE Science and Technology Innovation Board Composite ETF by Penghua is trending upwards, and Alibaba Cloud's price increase has sparked a surge in computing power market