ChinaAMC CSI Cloud Computing And Big Data Theme ETF(516630) Surges 4.78% in Early Trading; Global Computing Power Demand Soars, Weekly Token Consumption Up 280%

NewTimeSpace News - As of 10:10 on April 8, 2026, the ChinaAMC Cloud Computing ETF (516630) rose 4.78%, with its latest price reaching 1.64 yuan. Looking at a longer timeframe, as of April 7, 2026, the ETF has accumulated a gain of 54.89% over the past year, ranking 1st among 5 comparable funds. (The stocks listed above are solely index constituents and do not constitute specific investment recommendations.)

In terms of liquidity, the ChinaAMC Cloud Computing ETF recorded an intraday turnover rate of 3.54% and a trading volume of 22.4318 million yuan. Looking at a longer timeframe, as of April 7, the ETF's average daily trading volume reached 39.9225 million yuan over the past month.

In terms of fund shares, the ChinaAMC Cloud Computing ETF increased by 7 million shares over the past 2 weeks, achieving substantial growth and ranking 1st among 5 comparable funds in terms of new share additions. (Data source: Wind)

For capital flows, the ChinaAMC Cloud Computing ETF recorded flat net flows in the latest session. Looking at a longer timeframe, over the past 21 trading days, 13 days saw net inflows, with a total of 61.3626 million yuan attracted, representing an average daily net inflow of 2.922 million yuan. (Data source: Wind)

As of April 7, the ChinaAMC Cloud Computing ETF has gained 58.36% over the past year, ranking first among comparable funds and 672nd among 3,680 equity index funds, placing it in the top 18.26%. In terms of return capability, as of April 7, 2026, since its inception, the ETF has achieved a maximum monthly return of 34.25%, a maximum consecutive rising period of 4 months, a maximum consecutive gain of 53.58%, an average monthly return of 9.38% during rising months, an annual profit percentage of 75.00%, and an 89.95% probability of profit for historical 3-year holdings. As of April 7, 2026, the ChinaAMC Cloud Computing ETF has outperformed its benchmark by 1.95% in annualized returns since inception.

As of April 3, 2026, the ChinaAMC Cloud Computing ETF's Sharpe ratio over the past year was 1.24, ranking 1st among 5 comparable funds, indicating the highest returns for equivalent risk levels.

Regarding drawdown, as of April 7, 2026, the ChinaAMC Cloud Computing ETF's relative benchmark drawdown this year was 0.08%, demonstrating relatively lower drawdown risk among comparable funds.

In terms of fee structure, the ChinaAMC Cloud Computing ETF charges a management fee of 0.15% and a custody fee of 0.05%, representing the lowest fee level among comparable funds.

For tracking accuracy, as of April 7, 2026, the ChinaAMC Cloud Computing ETF's tracking error over the past 3 years was 0.020%, achieving the highest tracking precision among comparable funds.

From a valuation perspective, the CSI Cloud Computing and Big Data Theme Index tracked by the ETF currently has a price-to-earnings ratio (PE-TTM) of only 86.63x, standing at the 7.81st percentile over the past year, meaning the valuation is lower than 92.19% of the time during the past year, indicating a historically low level.

The ChinaAMC Cloud Computing ETF closely tracks the CSI Cloud Computing and Big Data Theme Index, which selects 50 listed companies providing cloud computing services, big data services, and related hardware equipment as index constituents to reflect the overall performance of cloud computing and big data theme listed companies.

On the news front, according to OpenRouter data, weekly token consumption has risen from 2.1T to 24.5T over the past year, with weekly token consumption increasing 280% since 2026, as global computing power demand surges.

Guohai Securities stated that the explosive growth of AI inference demand is driving significant expansion of capital expenditures in the cloud computing industry. The five major North American cloud service providers' 2026 capital expenditures are expected to grow over 60% year-on-year, with computing power shortage becoming the industry's core contradiction. Nvidia's Blackwell and Rubin product lines have forward revenue expectations reaching trillion-dollar magnitude, directly benefiting the cloud computing infrastructure industry chain.

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