The cloud computing ETF Penghua is on the rise, with policy optimization for computing resource supply deployment

On the news front, the General Office of the Ministry of Industry and Information Technology issued a notice on launching a special action to empower the development of small and medium-sized enterprises (SMEs) through inclusive computing power. It pointed out the need to optimize the deployment of computing power resource supply. It guides various entities, including basic telecommunications companies and computing power service companies, to build and deploy edge data centers and integrated training machines based on the needs of the National Public Service Demonstration Platform (Base) for SMEs, pilot cities for the digital transformation of SMEs, characteristic industrial clusters of SMEs, and innovative industrial clusters, providing nearby access and rapid response computing power support. It encourages the establishment of exclusive computing power pools for SMEs, promotes unified interface specification protocols, and supports computing power service companies for flexible access, providing inclusive and convenient computing power resources for SMEs. It promotes the integration of local idle and dispersed computing power, relying on the China Computing Power Platform and other resources for pooling and elastic configuration, supporting SMEs in obtaining inclusive computing power resources as needed. CITIC Securities pointed out that the performance of the technology sector in March showed that computing power is still in a state of shortage, and price increases are continuously spreading to cloud services, CPUs, and other links. Looking ahead to April, it is recommended to focus on stable varieties with good performance in the first quarter of 2026 and reasonable valuations. The allocation suggests paying attention to three directions: 1) Domestic semiconductor equipment benefiting from the continuous expansion of two storage; 2) Continuously prosperous optical modules, optical fibers and cables, PCBs, and upstream storage, as well as passive components with a logic for catch-up, with a priority on leading optical module companies with high performance certainty and relatively reasonable valuation. 3) Domestic computing power remains in continuous shortage, focusing on companies in the ByteChain and AscendChain, as well as exchange chips and server OEMs benefiting from the explosion of super nodes. It also reminds of opportunities brought by the iteration of multimodal models in May and June. As of April 3, 2026, 09:51, the CSI Cloud Computing and Big Data Theme Index (930851) rose by 0.70%. Component stocks Dongfang Guoxin rose by 7.97%, Zhongji Xuchuang rose by 4.59%, Guanghuan Xinxin rose by 4.24%, Yunsai Zhili rose by 3.79%, and Xinyi Sheng rose by 3.15%. The Cloud Computing ETF Penghua (159739) rose by 0.52%, with the latest price reported at 1.54 yuan. The Cloud Computing ETF Penghua 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 devices as index samples to reflect the overall performance of listed companies in the cloud computing and big data theme. Data shows that as of March 31, 2026, the top ten weighted stocks in the CSI Cloud Computing and Big Data Theme Index (930851) are iFLYTEK, Xinyi Sheng, Runze Technology, Zhongji Xuchuang, Inspur Information, Kingsoft Office, Unisplendour, Zhongke Shuguang, Tuo Wei Information, and Wangsu Technology, with the top ten weighted stocks accounting for a total of 49.81%. Cloud Computing ETF Penghua (159739), off-market connections (A: 021090; C: 021091; I: 022882)