A price hike rumor sparks AI computing power! Huabao Fund ChiNext Artificial Intelligence ETF (159363) surges with volume up 5.6%! The three optical module giants collectively rally!

Wednesday (March 18), a news report sharply boosted the computing power sector, with CPO optical modules and IDC computing leasing activity surging across the board! The Growth Enterprise Market (GEM) artificial intelligence rebounded over 5.5%, leading the entire market, with leading optical module company “Yizhongtian” soaring together, New Easy盛 surged over 10%, Tianfu Communication up over 8%, Zhongji Xuchuang up over 6%! Additionally, multiple computing leasing concept stocks such as Oriental Guoxin, Halo New Network, and Copper Bull Information rose over 10%!

In popular ETFs, the GEM artificial intelligence ETF (159363), focusing on “optical modules,” surged in the afternoon, with a 5.6% intraday increase, leading all AI-themed ETFs in the market, fully recovering from yesterday’s decline, with over 800 million yuan in trading volume, ranking first among AI-themed ETFs!

A price increase news has completely driven the AI computing power sector, with IDC leasing and CPO optical modules resonating to advance! Regarding IDC leasing, Tencent Cloud and Alibaba Cloud announced price hikes successively, with institutions judging that the computing leasing market has entered a “seller’s market,” and price increases may continue; for CPO optical modules, dual catalysts from the OFC optical communication conference and NVIDIA GTC conference have emerged, revealing investment opportunities in optical modules.

At noon today, Alibaba Cloud announced that due to the global AI demand explosion and supply chain price increases, Alibaba Cloud’s AI computing and storage products increased prices by up to 34%. Among them, computing cards like the Pingtouge Zhenwu 810E increased by 5%-34%, and the file storage product CPFS (Intelligent Computing Edition) increased by 30%. According to Cailian Press, informed sources revealed that another important reason for this round of price hikes is the “sharp increase in token call volume.”

Previously, Tencent Cloud also announced a price increase. Reports indicate that Tencent Cloud’s intelligent platform announced on March 11 a change in billing strategy, with public beta models switching from free to pay-as-you-go on the 13th, and the Mengyuan series models generally increasing by over 400%. Open Securities believes that the proliferation of AI applications may trigger reasoning demand, combined with NVIDIA’s limited capacity, rising hardware costs, and gaps in domestic substitution, driving the computing leasing market into a “seller’s market,” with price increases likely to continue.*

Regarding the CPO optical modules and other parts of the computing chain, Tianfeng Securities stated that Rubin’s deployment is imminent, optical communication iteration is accelerating, and the overseas computing industry chain remains highly prosperous. The related companies’ financial reports continue to reflect high demand for AI, and the fundamentals of core overseas industry chains like optical modules are resonating strongly. They remain optimistic about overseas computing industry investment opportunities, emphasizing core optical module manufacturers.*

Seize the opportunity of AI hot events with a one-click layout of the “computing power + AI applications” GEM artificial intelligence ETF (159363) and off-market connection (Class A 023407, Class C 023408), directly benefiting from the explosive growth of AI technology commercialization. In terms of sectors, about 60% of the GEM AI ETF’s holdings are in computing power (leading optical modules + IDC leaders), and about 40% are in AI applications, representing not only the core “computing power” but also the true “AI application.”

Data source: Shanghai and Shenzhen Stock Exchanges, etc.

ETF fund fee details: When investors subscribe or redeem fund shares, the agency handling the subscription or redemption may charge a commission of up to 0.5%. On-market trading fees are based on the actual charges by securities firms; no sales service fee is charged. Related fees for connection funds: The GEM artificial intelligence ETF initiates connection C does not charge a subscription fee; redemption fee within 7 days is 1.5%, after 7 days (inclusive) is 0%; sales service fee is 0.3%. The GEM artificial intelligence ETF initiates connection A has a subscription fee of 1% for amounts below 1 million yuan, 0.6% for 1-2 million yuan, and a flat 10,000 yuan for over 2 million yuan; redemption fee within 7 days is 1.5%, after 7 days (inclusive) is 0%; no sales service fee.

*Institutional opinion reference sources: Kaiyuan Securities “Pay attention to Tencent Cloud price hikes and investment opportunities”; Tianfeng Securities “GTC/OFC conference preview: Rubin deployment imminent, optical communication iteration accelerates.”

Risk warning: The GEM artificial intelligence ETF (Huabao) passively tracks the GEM AI index, which is based on the date December 28, 2018, and was published on July 11, 2024. The annual gains and losses of the GEM AI index from 2021 to 2025 are: 17.57%, -34.52%, 47.83%, 38.44%, 106.35%. The index component stocks are adjusted according to the index rules; past performance does not predict future results. The stocks shown are for display only; descriptions do not constitute investment advice and do not reflect holdings or trading activities of any fund managed by the manager. The risk level of this fund, as assessed by the fund manager, is R4—medium-high risk, suitable for active investors (C4) and above. Suitability matching opinions are subject to sales institutions. All information in this article (including stocks, comments, forecasts, charts, indicators, theories, and any other forms) is for reference only; investors are responsible for their own investment decisions. Any opinions, analysis, or forecasts in this article do not constitute investment advice, and the author is not responsible for any direct or indirect losses caused by using this content. Fund investments carry risks; past performance does not guarantee future results; performance of other funds managed by the fund manager does not guarantee the performance of this fund. Invest cautiously.