Guotai CSI All Share Communication Equipment ETF (515880) Rises 3.68% in Early Trading; Institutions: Global Cloud Computing Enters Price Increase Cycle
NewTimeSpace News: As of 09:42 on March 20, 2026, Guotai Communication ETF (515880) rose 3.68%, with the latest price at 1.1 yuan. Looking at a longer time frame, as of March 19, 2026, Guotai Communication ETF has cumulatively increased 1.34% over the past month. (The stocks listed above are index constituents only, with no specific recommendation intended.)
In terms of liquidity, Guotai Communication ETF recorded an intraday turnover rate of 3.08%, with trading volume reaching 489 million yuan. Looking at a longer time frame, as of March 19, the ETF's average daily trading volume over the past week was 1.578 billion yuan. (Data source: Wind)
In terms of scale, Guotai Communication ETF's latest assets under management reached 15.323 billion yuan. (Data source: Wind)
Regarding capital flows, Guotai Communication ETF recorded a net capital outflow of 294 million yuan most recently. Looking at a longer time frame, over the past 10 trading days, there were 6 days of net capital inflows, totaling 620 million yuan in "capital attraction," with an average daily net inflow of 61.9684 million yuan. (Data source: Wind)
Data shows that leveraged funds continue to build positions. Guotai Communication ETF's latest margin purchase amount reached 49.0267 million yuan, with the latest margin balance at 379 million yuan. (Data source: Wind)
As of March 19, Guotai Communication ETF's net value has risen 231.84% over the past five years, ranking 3rd out of 1,163 index equity funds, placing it in the top 0.26%. In terms of return capability, as of March 19, 2026, since its inception, Guotai Communication ETF's highest monthly return was 45.44%, the longest consecutive rising period was 6 months, the longest consecutive rising gain was 133.31%, the ratio of rising to falling months was 43/35, the average return rate during rising months was 8.19%, the annual profit percentage was 66.67%, and the historical 2-year holding profit probability was 64.22%. As of March 19, 2026, Guotai Communication ETF's annualized excess return over the benchmark over the past two years was 1.17%.
As of March 13, 2026, Guotai Communication ETF's Sharpe ratio over the past year was 2.42.
In terms of drawdown, as of March 19, 2026, Guotai Communication ETF's maximum drawdown year-to-date was 8.16%, with a relative benchmark drawdown of 0.14%.
In terms of fees, Guotai Communication ETF has a management fee of 0.50% and a custody fee of 0.10%.
In terms of tracking accuracy, as of March 19, 2026, Guotai Communication ETF's tracking error over the past month was 0.013%.
Guotai Communication ETF closely tracks the CSI All Share Communication Equipment Index. The CSI All Share Communication Equipment Index selects listed company securities involved in the communication equipment sector from the CSI All Share Index as index samples to reflect the overall performance of listed company securities in this theme.
Huaxi Securities stated that 2026 will be a major year for domestic computing power volume. From SeedDance to Openclaw, token consumption is growing exponentially, which will further bring computing power supply shortages. With relevant NVIDIA policies, domestic computing power will welcome volume growth. Alibaba Cloud's price increases from canceling discounts at the beginning of the year to current price hikes indirectly confirm the continuous improvement in token consumption after Agent accelerated deployment. Since the beginning of this year, overseas Amazon and Google, as well as domestic Wangsu, Tencent Cloud, and Alibaba Cloud and other cloud vendors have successively raised prices. The Agent outbreak has brought significant demand expansion, and cloud price increases will continue to unfold, with global cloud computing entering a price increase cycle.
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