---
title: "The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/281630470.md"
description: "This week, the CSI Cloud Computing and Big Data Theme Index fell by 2.5%, the CSI Semiconductor Material & Equipment Theme Index dropped by 3.3%, and the CSI Chip Industry Index decreased by 4.2%. Morgan Stanley pointed out that there is a significant gap in computing power demand, estimating that cash capital expenditures for hyperscale cloud providers will exceed $74 billion in 2026 and surpass $90 billion in 2027, with a compound annual growth rate of 29%. Continuous investment in computing power infrastructure will support competitive advantages in the AI era and drive demand in industries such as semiconductors and data centers"
datetime: "2026-04-03T10:53:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/281630470.md)
  - [en](https://longbridge.com/en/news/281630470.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/281630470.md)
---

# The chip industry chain has declined, pay attention to investment opportunities in semiconductor equipment ETF E Fund (159558), chip ETF E Fund (516350), and other products

This week, the CSI Cloud Computing and Big Data Theme Index fell by 2.5%, the CSI Semiconductor Material and Equipment Theme Index fell by 3.3%, and the CSI Chip Industry Index fell by 4.2%.

Morgan Stanley stated that there is a significant gap in computing power demand, and the leading position of technology giants is being reinforced. The cash capital expenditure of ultra-large-scale cloud vendors is expected to exceed USD 74 billion in 2026 and surpass USD 90 billion in 2027, with a compound annual growth rate of 29% from 2024 to 2027. Continuous investment in computing power infrastructure will support their competitive advantage in the AI era and further drive demand in upstream and downstream industries such as semiconductors and data centers.

Daily Economic News

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