--- title: "The cloud computing ETF E Fund rose nearly 8%, with both volume and price increasing in cloud computing, and the demand in the computing power industry chain accelerating release" type: "News" locale: "en" url: "https://longbridge.com/en/news/281997485.md" description: "As of April 8, 2026, the CSI Cloud Computing and Big Data Theme Index has risen by 7.67%, the Cloud Computing ETF E Fund has increased by 7.94%, with a transaction volume of 206 million yuan. Dongfang Securities pointed out that the application of domestic large models is gradually maturing, driving the demand for computing power to shift from text to video, leading the cloud industry chain into a cycle of simultaneous increase in volume and price. CITIC Securities believes that the cloud industry chain will experience rapid growth in the next two years, and the computing power leasing market will also benefit from the tight supply of high-quality chips" datetime: "2026-04-08T07:49:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/281997485.md) - [en](https://longbridge.com/en/news/281997485.md) - [zh-HK](https://longbridge.com/zh-HK/news/281997485.md) --- # The cloud computing ETF E Fund rose nearly 8%, with both volume and price increasing in cloud computing, and the demand in the computing power industry chain accelerating release As of the close on April 8, 2026, the CSI Cloud Computing and Big Data Theme Index (930851) surged by 7.67%, while the Cloud Computing ETF E Fund (516510) rose by 7.94%, with a turnover rate of 8.42% and a transaction volume of 206 million yuan. As of April 7, the Cloud Computing ETF E Fund (516510) saw a growth of 461 million yuan in scale over the past three months, achieving significant growth. Dongfang Securities believes that the current token usage for large models is transitioning "from virtual to real." From early measures such as advertisements and red envelopes to attract traffic, domestic large models have undergone several iterations, gradually reaching an industry-leading level. The impressive performance of the domestic Seedance 2.0 and the shutdown of the overseas Sora App confirm the transition of domestic models from being "usable" in terms of cost and performance to truly being "easy to use." This has also driven the demand for underlying computing power to leap from single text to high-consumption video needs. Additionally, tools based on large models, referred to as "lobster-type" tools, are rapidly expanding, further amplifying the accelerated growth of domestic token demand. The commercialization path for large models is becoming increasingly clear, and the demand for the domestic computing power industry chain is expected to accelerate. CITIC Securities points out that with the explosion of agent applications and multimodal ecosystems, there is a mismatch between capital expenditure and computing power demand. The global token usage is entering a new round of accelerated growth, and the cloud industry chain is expected to enter a year of simultaneous volume and price growth. In the cloud industry chain, demand is driving price levels, entering a cycle of simultaneous volume and price growth. In terms of computing power leasing, the supply of high-quality computing power chips is tight, and leading computing power leasing companies have prominent positioning advantages, with high leverage enhancing growth certainty. The Cloud Computing ETF E Fund (516510) closely tracks the CSI Cloud Computing and Big Data Theme Index, which selects 50 listed companies involved in providing cloud computing services, big data services, and related hardware as index samples to reflect the overall performance of listed companies in the cloud computing and big data theme. 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