On April 14, the three major indices rose collectively. As of the time of writing, the CSI Computer Theme Index (930651.CSI) rose by 2.38%. Among the constituent stocks of this index, Sharetronic Data hit the daily limit, Kingsoft Office rose over 7%, Jiangbolong rose over 6%, and Runze Technology rose nearly 5%.
In terms of related ETFs, the Computer ETF Tianhong (159998) had a transaction amount exceeding 34 million yuan as of the time of writing, ranking first among the same underlying assets, with a real-time premium rate of 0.07%. In terms of capital flow, the net inflow for this ETF on the previous trading day (April 13) was 29.2242 million yuan. The latest circulating share count for this ETF is 2.184 billion shares, with a latest circulating scale of 2.219 billion yuan.
Additionally, the CSI SH-HK-SZ Cloud Computing Industry Index (931470.CSI) rose by 2.47%. Among the constituent stocks of this index, Kingsoft Office rose over 7%, Maifushi and Kingdee International rose over 6%, and Kingsoft Cloud, Runze Technology, and Kingsoft Software rose over 5%.
The Computer ETF Tianhong (159998) tracks the CSI Computer Theme Index (930651.CSI). This index uses the CSI All Share as its sample space and selects stocks of listed companies involved in information technology services, application software, system software, computer hardware, and other businesses as constituent stocks. The Computer ETF (159998) is equipped with an off-exchange connecting fund (Class A: 001629/Class C: 001630).
In terms of related ETFs, the Cloud Computing ETF Tianhong (517390) had a transaction amount exceeding 3 million yuan as of the time of writing.
The Cloud Computing ETF Tianhong (517390) closely tracks the CSI SH-HK-SZ Cloud Computing Industry Index (931470.CSI), while also investing in Hong Kong-listed internet companies, A-share computing power companies, and A-share computer leaders. According to Wind data, the top ten holdings of this index include Tencent Holdings Limited, Zhongji Xuchuang, Xinyi Sheng, and Zhongke Shuguang. Additionally, this ETF is also equipped with an off-exchange connecting fund (Class A: 019171/Class C: 019170).
In terms of news, according to Securities Times, the domestic cloud computing market's price adjustment wave is still ongoing. Following a price increase announcement in March, Tencent Cloud raised product prices again on April 9. Previously, on March 11, Tencent Cloud had already raised prices once. Subsequently, on March 18, Alibaba Cloud and Baidu Intelligent Cloud simultaneously announced price increases for AI computing power products, with increases of up to 34% and 30%, respectively. The &#34;first stock of domestic large models,&#34; Zhipu, has also raised prices multiple times this year. In terms of the targets of the price increases, the aforementioned major companies are mainly adjusting prices for AI computing power products.
Guohai Securities' research report believes that the consumption of tokens may continue to rise, the AI computing power bottleneck will persist in the short term, and cloud computing price increases may continue. The price increases for AI intelligent computing products by cloud service providers are not only due to rising core hardware costs but also reflect the gradual increase in the bargaining power of cloud service providers over the prices of AI cloud products.
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On April 14th, the Computer ETF Tianhong (159998) and the Cloud Computing ETF Tianhong (517390) both saw their underlying indices rise by over 2%. The CSI Computer Theme Index increased by 2.38%, with strong performance from constituent stocks, Sharetronic Data hitting the daily limit, and Kingsoft Office rising over 7%. The Cloud Computing ETF Tianhong (517390) also performed well, with a trading volume exceeding 3 million yuan. Institutional analysts believe that the trend of rising prices in cloud computing will continue, as Tencent Cloud and Alibaba Cloud have both recently adjusted their prices

腾讯新闻 - 财经

Kingsoft Office

Tencent Holdings Limited

Sharetronic Data

China Universal CSI SH-HK-SZ Cloud Computing Industry ETF

Tianhong CSI Hugangshen Cloud Computing Industry ETF

Guotai CSI Computer Theme ETF

Tianhong CSI Computer Theme ETF

Alibaba

BABA-W

Tencent

The Computer ETF Tianhong (159998) and the Cloud Computing ETF Tianhong (517390) both saw their underlying indices rise by over 2%. Institutions believe that the price increase in cloud computing may continue