E Fund CSI Cloud Computing and Big Data Theme ETF

02826

MCHI

SKYY

CLOU

09826

DTCR

516510

YINN

09807

02807

Omdia: Mainland China Cloud Infrastructure Spending Rises 26% in Q4 2025, Driven by AI and Agent Growth | TTGT Stock News

StockTitan

GX CN CLOUD

iShares MSCI China

First Trust Cloud Computing

Global X Cloud Computing ETF

GX CN CLOUD-U

Global X Data Center & Dgtl Infrs ETF

Direxion FTSE China Bull 3X

GX CN ROBO&AI-U

GX CN ROBO&AI

Toro Combineco

Omdia: Mainland China Cloud Infrastructure Spending Rises 26% in Q4 2025, Driven by AI and Agent Growth | TTGT Stock News

300308

159739

161628

516630

The Penghua Cloud Computing ETF rose by more than 1.4%, influenced by Zhongji Innolight's first-quarter capital expenditure exceeding expectations, leading to increased enthusiasm in the optical module equipment market. Zhongji Innolight's capital expenditure reached 1.93 billion yuan, accounting for 70% of last year's total of 2.76 billion yuan, driving advancements in optical communication technology and growth in equipment demand. Market expectations for optical modules are changing, and the equipment market space is expected to accelerate realization. The latest price of the Penghua Cloud Computing ETF is 1.76 yuan, closely tracking the CSI Cloud Computing and Big Data Theme Index

腾讯新闻 - 财经

Zhongji Innolight

Penghua CSI Cloud Computing and Big Data Theme ETF

Rongtong CSI Cloud Computing and Big Data Theme Index Fund(LOF)-A

ChinaAMC CSI Cloud Computing and Big Data Theme ETF

NVIDIA

IEIT

Sugon

UNIS

Intellifusion

IFLYTEK

Eoptolink

Range Technology

Kingsoft Office

TALKWEB

WANGSU

NVIDIA Corporation

The cloud computing ETF Penghua rose over 1.4%, as leading capital expenditures exceeded expectations, igniting the optical module market

159998

512720

159658

159311

As of April 8, 2026, the CSI Cloud Computing and Big Data Theme Index has risen by 7.67%, the Cloud Computing ETF E Fund has increased by 7.94%, with a transaction volume of 206 million yuan. Dongfang Securities pointed out that the application of domestic large models is gradually maturing, driving the demand for computing power to shift from text to video, leading the cloud industry chain into a cycle of simultaneous increase in volume and price. CITIC Securities believes that the cloud industry chain will experience rapid growth in the next two years, and the computing power leasing market will also benefit from the tight supply of high-quality chips

Tianhong CSI Computer Theme ETF

Guotai CSI Computer Theme ETF

Huaan CSI Digital Economy Theme ETF

E Fund CSI Digital Economy Theme ETF

The cloud computing ETF E Fund rose nearly 8%, with both volume and price increasing in cloud computing, and the demand in the computing power industry chain accelerating release

159327

159516

516920

159310

562590

516350

159558

This week, the CSI Cloud Computing and Big Data Theme Index fell by 2.5%, the CSI Semiconductor Material & Equipment Theme Index dropped by 3.3%, and the CSI Chip Industry Index decreased by 4.2%. Morgan Stanley pointed out that there is a significant gap in computing power demand, estimating that cash capital expenditures for hyperscale cloud providers will exceed $74 billion in 2026 and surpass $90 billion in 2027, with a compound annual growth rate of 29%. Continuous investment in computing power infrastructure will support competitive advantages in the AI era and drive demand in industries such as semiconductors and data centers

Wanjia CSI Semiconductor Material & Equipment Thematic ETF

Guotai CSI Semiconductor Material Equipment Theme ETF

China Universal CSI Chip Industry ETF

Tianhong CSI Chip Industry ETF

ChinaAMC CSI Semiconductor Material & Equipment Thematic ETF

E Fund CSI Chip Industry ETF

E Fund CSI Semiconductor Material & Equipment Thematic ETF

The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products

159560

516640

On April 2nd, influenced by market sentiment, related indices in the semiconductor industry chain collectively retreated, with the cloud computing, chip, and equipment sectors weakening simultaneously. The CSI Cloud Computing and Big Data Theme Index fell by 3.7%, the CSI Semiconductor Material Equipment Theme Index dropped by 3.6%, and the CSI Chip Industry Index decreased by 3.2%. Morgan Stanley stated that high growth in computing infrastructure investment will support demand in the semiconductor industry chain, maintaining long-term prosperity

Invesco Great Wall CSI Chip Industry ETF

Fullgoal CSI Chip Industry ETF

GF Fund CSI Cloud Computing & Big Data Index Theme ETF

GF Fund CSI Semiconductor Material Equipment Theme ETF

The semiconductor industry chain-related indices collectively adjusted. Institutional research report: High growth in computing infrastructure investment will support industry chain demand

688047

688158

512760

OpenClaw, as an open-source AI intelligent framework, has driven explosive growth in the demand for inference-side computing power. It grants large models local system operation permissions, enabling them to perform complex tasks and become all-weather "digital employees." As a result, the AI industry chain has collectively strengthened, with related ETFs and individual stocks performing outstandingly. The surge in computing power demand mainly stems from the upgrades of large models both domestically and internationally, particularly the evolution of intelligent agents and multimodal applications, which is expected to benefit cloud service providers and domestic computing power chip manufacturers

LOONGSON TECHNOLOGY

UCloud

GTJA Allianz SSE STAR Chip Design Thematic ETF

ROBO Global Robotics

Roundhill Generative AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

Guotai SSE STAR Chip ETF

Invesco Semiconductors ETF

Direxion Semicon Bull 3X

ISHRS S&P Glb It

VanEck Semiconductor ETF

iShares Semiconductor ETF

Guotai CES Semiconductor Chip Industry ETF

KraneShares 2x Long BABA Daily ETF

Global X Robotics & Artificial

BABA 2x Long Daily ETF - GraniteShares

SPDR S&P Software

Franklin Exponential Data ETF

SPDR S&P Semicon

Harvest SSE STAR Chip ETF

iShares Future AI & Tech ETF

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC Guozheng Semiconductor Chip ETF

FT Nasdq AI & Robotics

Proshares Big Data Refiners ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

iShares Expanded Tech Software Sector ETF

BABA-W

Alibaba

OpenClaw is booming, driving explosive growth in demand for inference-side computing power

159819

560800

Minister of Human Resources and Social Security Wang Xiaoping stated at the press conference on people's livelihood themes of the National People's Congress that a special employment plan for the 14th Five-Year Plan is being formulated to support labor-intensive industries and explore employment potential in areas such as the digital economy. She pointed out that the rapid development of artificial intelligence has a profound impact on employment, and relevant policies are being studied to leverage AI's role in creating new jobs, promoting the coordinated development of technological progress and improvement of people's livelihoods. The Ministry of Human Resources and Social Security will implement a priority employment strategy to promote high-quality and full employment

AASTOCKS

E Fund Artificial Intelligence ETF

Pengyang CSI Digital Economy Theme ETF

Ministry of Human Resources and Social Security: AI has a profound impact on employment, and research measures are being developed to leverage AI in creating new job opportunities

E Fund CSI Cloud Computing and Big Data Theme ETF(516510.SH)

Omdia: Mainland China Cloud Infrastructure Spending Rises 26% in Q4 2025, Driven by AI and Agent Growth | TTGT Stock News

The cloud computing ETF Penghua rose over 1.4%, as leading capital expenditures exceeded expectations, igniting the optical module market

The cloud computing ETF E Fund rose nearly 8%, with both volume and price increasing in cloud computing, and the demand in the computing power industry chain accelerating release

The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products

The semiconductor industry chain-related indices collectively adjusted. Institutional research report: High growth in computing infrastructure investment will support industry chain demand