Cloud computing sector surges strongly with notable index gains, Yifangda cloud computing ETF sees active trading volume

NightAirdropper · 2026-03-22T01:30:48+00:00

Today's market data shows that the Zhong Zheng Cloud Computing and Big Data Theme Index rose 4.3%, sparking a wave of ETF trading activity. Alibaba Cloud announced adjustments to AI computing power and storage prices, with maximum increases reaching 34%, reflecting surging market demand. The global cloud computing market is entering a price restructuring phase, with major vendors adjusting pricing strategies to address increased demand. Investors should carefully consider market volatility risks.

NightAirdropper

2026-03-22 01:30:48

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Today’s market shows that the CSI Cloud Computing and Big Data Theme Index increased significantly by 4.3%, while the CSI Chip Industry Index and the CSI Semiconductor Materials and Equipment Theme Index rose by 2.6% and 2.4%, respectively. As a result, related ETF products saw active trading, with the E Fund Cloud Computing ETF (516510) exceeding 200 million yuan in daily turnover, a notable increase from the previous trading day. Its linked fund A/C class shares (017853/017854) also attracted investor attention.

On the news front, Alibaba Cloud announced today price adjustments for core products such as AI computing power and storage, with increases of up to 34%. The company explained that the price change is mainly due to the surge in Token call volume in the market, especially as its MaaS platform, Bailian, achieved historic growth in the first quarter of 2024, becoming a key driver for the price adjustment. The platform integrates multimodal large model capabilities to provide enterprises with one-stop AI development services, with recent explosive growth in user scale and call frequency.

Industry dynamics indicate that the global cloud computing market is undergoing a new round of price restructuring. Prior to Alibaba Cloud, Amazon AWS led the way with a 15% increase in AI machine learning computing service prices, ending nearly two decades of a “continuous price reduction” strategy. International providers like Google Cloud are also following suit, optimizing resource allocation mechanisms to cope with the surge in computing demand. Brokerage analysts point out that as generative AI technology accelerates commercialization, leading companies are balancing supply and demand through pricing strategies. It is expected that domestic cloud service providers will gradually adjust their pricing systems to adapt to market changes.

Risk warning: Fund investments involve market volatility risks. Past performance does not guarantee future results. Investors should make cautious decisions based on their own risk tolerance.

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