ChinaAMC CSI Cloud Computing and Big Data Theme ETF

AI applications and computing hardware sectors experiencing pressure and adjustment

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On May 6, Galaxy Securities highlighted significant structural divergence in the AI sector for April. Hardware remains strong, while software and applications are weaker. The impact of geopolitical conflicts and fluctuating oil prices has lessened. The earnings season has seen substantial outperformance in upstream computing infrastructure, particularly domestic computing power. Investors are favoring sectors with strong performance certainty. This structural divergence is expected to continue in the short term, with a focus recommended on the upstream computing infrastructure, especially the domestic computing power industry chain.

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Guotai CSI Computer Theme ETF

Guotai CES Semiconductor Chip Industry ETF

GTJA Allianz SSE STAR Chip Design Thematic ETF

Global X Cloud Computing ETF

E Fund Artificial Intelligence ETF

Direxion Semicon Bull 3X

SPDR S&P Semicon

Global X Robotics & Artificial

China Southern CSI Semiconductor Industry Custom ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

Global X Data Center & Dgtl Infrs ETF

Hwabao WP SSE STAR Artificial Intelligence ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

VanEck Semiconductor ETF

Invesco Semiconductors ETF

Tianhong CSI Computer Theme ETF

KraneShares Artfcl Intllgnc and Tech ETF

Defiance AI & Power Infrastructure ETF

Roundhill Generative AI & Tech ETF

Global X Funds Global X Artificial Intelligence & Tech ETF

iShares Semiconductor ETF

AI TRENDS | Galaxy Securities Highlights Structural Divergence in AI Sector

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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

E Fund CSI Cloud Computing and Big Data Theme ETF

Penghua CSI Cloud Computing and Big Data Theme ETF

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

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

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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

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

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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

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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

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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

ChinaAMC CSI 5G Communication ETF

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

ChinaAMC CSI Cloud Computing and Big Data Theme ETF(516630.SH)

AI TRENDS | Galaxy Securities Highlights Structural Divergence in AI Sector

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