--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/278662933.md" description: "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" datetime: "2026-03-11T05:04:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/278662933.md) - [en](https://longbridge.com/en/news/278662933.md) - [zh-HK](https://longbridge.com/zh-HK/news/278662933.md) --- # 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 On March 11, the optical module computing hardware sector continued to rise, while the AI computing leasing sector showed significant differentiation. Optical module CPO and optical fiber hardware strengthened, with stocks such as Huagong Technology, Changxin Bochuang, Guangxun Technology, and Sanan Optoelectronics rising, while Liantech, Wangsu Science and Technology, and Hand Information experienced pullbacks. In terms of computing ETFs, the Communication ETF ChinaAMC (515050) and Cloud Computing ETF ChinaAMC (516630) opened higher in the morning. Oracle's latest financial report has sent a clear and positive signal to the market, indicating that the AI cloud computing orders signed last year are gradually being converted into real revenue. This performance also confirms that the AI industry chain is smoothly transitioning from the early stages of order signing and data center construction to the critical stage of revenue realization. At the same time, Oracle is continuing to increase capital expenditures to strengthen its AI layout, raising $45 billion to $50 billion in funding for cloud infrastructure expansion in the next fiscal year. From the demand for AI infrastructure shown in Oracle's financial report, if the demand for AI computing can maintain its current intensity in the long term, the revenue and scale growth of global cloud infrastructure vendors are likely to remain aggressive in the coming years. Huaxi Securities stated that the explosive growth of tokens essentially reflects the exponential expansion of AI inference demand. As the supply system for related computing chips gradually enriches, the application development for token demand is still accelerating, and the underlying computing infrastructure is still in the expansion phase. There is optimism about the opportunities in computing leasing brought by the accelerated capital expenditures of CSP vendors. Computing-related ETFs: The Communication ETF ChinaAMC (515050) focuses deeply on electronics (chips, PCBs, consumer electronics) + communication (optical modules, servers, optical fiber cables) computing hardware. The top 10 holdings are: Xinyi Sheng, Zhongji Xuchuang, Luxshare Precision, Industrial Fulian, Zhaoyi Innovation, Tianfu Communication, Dongshan Precision, Huagong Technology, ZTE Corporation, and Huadian Technology. Off-market connections (Class A: 008086; Class C: 008087). The Cloud Computing ETF ChinaAMC (516630) focuses on domestic AI software and hardware computing, with a total weight of computer software + cloud services + computer equipment reaching 83.7%, deep seek content exceeding 80%, and OpenClaw content nearing 70%. The on-market comprehensive fee rate is only 0.20%, the lowest in its category. Off-market connections (Class A: 019868; Class C: 019869). The ChiNext Artificial Intelligence ETF ChinaAMC (159381): The index tracked has half of its weight concentrated in the optical module CPO sector, while the other half covers the AI software application field, forming a balanced layout of "hardware + applications." The top 10 weighted stocks are Zhongji Xuchuang (13.23%), Xinyi Sheng (12.67%), Tianfu Communication (10.18%), Runze Technology, BlueFocus Communication Group, Xiechuang Data, Kunlun Wanwei, Beijing Junzheng, Wangsu Science and Technology, and Runhe Software. The current fund size is nearly 2 billion yuan, with an on-market comprehensive fee rate of only 0.20%, the lowest in its category, suitable for investors seeking high elasticity and optimistic about the AI+ main line Over-the-Counter Connection (Class A: 025505; Class C: 025506) ### Related Stocks - [516630.CN](https://longbridge.com/en/quote/516630.CN.md) - [515050.CN](https://longbridge.com/en/quote/515050.CN.md) ## Related News & Research - [Forget cellular data: China’s telecoms giants are selling AI token plans](https://longbridge.com/en/news/286750580.md) - [Innovative AI-Themed ETF Arrives With New Filing By ProShares](https://longbridge.com/en/news/286593186.md) - [AI face is taking over — and driving plastic surgeons crazy](https://longbridge.com/en/news/286641783.md) - [06:07 ETStandardC Launches AI Platform for Financial Institutions, Where Customer PII Is Never Shared With AI Models (Patent Pending)](https://longbridge.com/en/news/286892045.md) - [College students boo after a 'new AI system' misses names during graduation ceremony](https://longbridge.com/en/news/286953353.md)