Computing power and storage prices surge, artificial intelligence AIETF (515070) surges in afternoon trading, Xinyisheng rises over 7%

As geopolitical tensions ease periodically, the technology sector rises again. In the afternoon, sectors such as optical modules, computing power, data, and cloud services collectively surged. The Artificial Intelligence ETF (515070) jumped over 2%, with holdings like New Easy盛 rising more than 7%. Other stocks such as Halo New Network, Co-creation Data, Fudan Microelectronics, and Runze Technology also increased.

In news, Alibaba Cloud announced that due to the explosive global demand for AI and rising supply chain costs, prices for Alibaba Cloud AI computing power, storage, and other products have increased by up to 34%. Among them, computing cards like Pingtouge Zhenwu 810E increased by 5%-34%, and the file storage product CPFS (Intelligent Computing Edition) rose by 30%. It is understood that Alibaba Cloud’s MaaS business, Bailian, achieved its highest growth rate from January to March this year. Alibaba Cloud is shifting scarce AI computing resources toward its Token business.

Huatai Securities believes that the artificial intelligence industry is in a rapid development stage, with continuous technological innovation and expanding application scenarios. With increased policy support and growing market demand, the AI industry chain will face new development opportunities. Especially in upstream and midstream foundational technology areas such as algorithm frameworks, which will become key investment directions in the future. The long-term investment value of AI is significant.

The Artificial Intelligence ETF (515070), tracking the CSI Artificial Intelligence Theme Index (930713), includes stocks that provide technology, basic resources, and application endpoints for AI, focusing on the midstream and upstream of the AI industry chain, often called the “robot brain” creators and the “foundation” of the Internet of Everything. The top ten holdings include domestic tech giants such as ZTE Xuchuang, New Easy盛, Cambrian-U, Sugon, iFlytek, OmniVision, Hikvision, Lankong Technology, Kingsoft Office, and Unigroup.

Related products:

Artificial Intelligence ETF (515070);

Huaxia CSI Artificial Intelligence Theme ETF Link A (008585);

Huaxia CSI Artificial Intelligence Theme ETF Link C (008586).

Daily Economic News

(Edited by He Chong)

【Disclaimer】This article only reflects the author’s personal views and is not related to Hexun. Hexun.com maintains neutrality regarding the statements and opinions in this article and does not provide any explicit or implicit guarantees regarding the accuracy, reliability, or completeness of the content. Readers should use it for reference only and bear all responsibilities themselves. Email: news_center@staff.hexun.com