Cloud Computing Price Hikes Are Coming! Are Tokens Facing an Inflation Cycle? Yihualu Leads Gains with Nearly 13% Rise, Huabao Fund Big Data ETF (516700) Climbs 0.56% Against Market Trend

On March 18, Alibaba Cloud and Baidu Intelligent Cloud announced that due to the surge in global AI demand driving up computing power, they will increase prices for related products and services. Guojin Securities pointed out that under the strong supply and demand dynamics, the computing power industry chain is expected to enter a “full-chain inflation” cycle by 2026. Industry prosperity will expand from core chips to AIDC, cloud and computing services, supporting power equipment, servers, and other segments.

Guolian Minsheng Securities believes that with breakthroughs in domestic large models like Zhipu and MiniMax, combined with China’s stable and low-cost electricity infrastructure, the two major growth engines—Tokens going overseas and the “Lobster” project—are fully launching. Along with the price increase trend, China’s cloud computing industry may face a significant turning point, potentially leading to simultaneous high growth in revenue and profits.

In the market, on Thursday (March 19), major A-share indices collectively declined. The popular ETF covering the OpenClaw concept—the Big Data ETF (516700)—initially rose 0.56% intraday against the market trend but was later dragged down by the broader market, currently down 0.65%.

Regarding constituent stocks, Yihua Lu led with nearly 13% gains, Sifang Tuxin rose over 5%, while Dongfang Guoxin, Taiji Shares, Runze Technology, and Data Port followed suit. Conversely, Sugon Digital Innovation fell over 3%, and stocks like Yidian Tianxia, East Tuo Technology, and Yuntian Lify-U were among the biggest decliners, dragging down the index.

【Data Security is King, Technological Self-Reliance and Strength】

The Big Data ETF Huabao (516700), which is deeply linked to domestic computing power (IDC, servers) and AI applications, passively tracks the CSI Big Data Industry Index. It covers fields such as big data storage, production, analysis, operational platforms, and applications, with leading stocks including Sugon, iFlytek, Unigroup, Inspur, Great Wall, and China Software.

Note: The Big Data ETF Huabao (516700) was previously referred to as the Big Data Industry ETF in the market.

ETF fee-related notes: When investors subscribe or redeem fund shares, the subscription and redemption agents may charge a commission of up to 0.5%. Intraday trading fees are based on the actual charges by securities firms. The ETF does not charge sales service fees.

Risk warning: The Big Data ETF Huabao passively tracks the CSI Big Data Industry Index, which was established on December 31, 2012, and published on October 18, 2016. The index’s constituent stocks are adjusted periodically according to the index rules. Its backtested performance does not predict future results. The stocks mentioned are for illustration only; descriptions do not constitute investment advice and do not reflect holdings or trading activities of any fund managed by the issuer. The risk level of this fund, assessed by the fund manager, is R3—medium risk, suitable for balanced (C3) and above investors. Suitability matching opinions are subject to the sales institution. All information in this article (including but not limited to individual stocks, comments, forecasts, charts, indicators, theories, or any form of statements) is for reference only. Investors are responsible for their own investment decisions. The opinions, analyses, and forecasts in this article do not constitute investment advice, and the author is not responsible for any direct or indirect losses resulting from the use of this content. Investment in funds involves risks; past performance does not guarantee future results. The performance of other funds managed by the fund manager does not guarantee the performance of this fund. Please invest cautiously.

MACD Golden Cross signals have formed, and these stocks are on a strong upward trend!