Today, the concept of computing power leasing has been repeatedly active, with the ChiNext Artificial Intelligence Index (970070.SZ) down 1.77% during the session.
In terms of related ETFs, the ChiNext Artificial Intelligence ETF (159279) has a turnover rate of 19.14%, indicating active trading. As of the last trading day's data, this fund has accumulated a 10-day increase of 16.10%, showing strong momentum. Among the constituent stocks, Xiechuang Data rose over 12%, while Changxin Bochuang, Liant Technology, and Zhongji Xuchuang followed suit. Meanwhile, the Hong Kong Stock Connect Hang Seng Technology ETF (520840) has increased by 0.64% in the market.
On the news front, data from New York data provider Ornn shows that in recent months, the spot leasing prices of NVIDIA's entire series of GPUs in cloud data centers have risen significantly. Additionally, Xiechuang Data announced that it expects a net profit of 650 million to 850 million yuan in Q1 2026, a year-on-year increase of 284.14% to 402.33%.
Keen Insight Securities stated that the global AI industry is showing a resonant development trend, with optical modules, liquid cooling technology, domestic computing power, and satellite communication becoming the four core investment themes. Benefiting from the explosive demand for AI computing power and technological iteration upgrades, upstream and downstream enterprises in the industry chain are ushering in broad development space.
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NVIDIA GPU rental prices have surged significantly, with tight supply and demand for AI computing power. The ChiNext AI Index fell by 1.77%, while related ETFs were active, with the ChiNext AI ETF rising by 16.10%. Xiechuang Data expects net profit growth of 284.14%-402.33% in Q1 2026. Kaiyuan Securities pointed out that the global AI industry is developing in resonance, with optical modules, liquid cooling technology, and other areas becoming core investment themes. Huajin Securities stated that artificial intelligence is driving the semiconductor cycle upward, benefiting all segments of the industry chain

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T-Rex 2X Long NVIDIA Daily Target ETF

VanEck Semiconductor ETF

Direxion Daily NVDA Bull 2X Shares

Direxion Semicon Bull 3X

iShares Semiconductor ETF

GraniteShares 2x Long NVDA Daily ETF

XL2CSOPNVDA

NVIDIA

Huaan SZSE ChiNext Artificial Intelligence ETF

Sharetronic Data

EverProX

LINKTEL TECHNOLOGIES

Zhongji Innolight

Huaan Hang Seng SCHK Technology ETF

NVIDIA Corporation

NVIDIA GPU rental prices surge! AI computing power supply and demand remain tight