Cloud Computing ETF Peng Hua menunjukkan tren naik hari ini, lembaga menunjukkan bahwa komersialissasi dan skalabilitas AI Agent akan memperkuat permintaan layanan cloud.

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Internet giants launch “Hundred Shrimp Battle”; in news, Baidu Intelligent Cloud’s “Red Finger Operator” app officially launched on Android Market. Red Finger Operator offers native mobile experience with OpenClaw, combined with self-developed mobile AI Agent capabilities, enabling cross-app interactions such as ride-hailing and food delivery. It is the world’s first mobile lobster application. Previously, Tencent Cloud’s ADP platform achieved OpenClaw deployment in 3 minutes and launched new user acquisition policies like “0 Yuan Direct Claim” and “15,000 PU/month resource points.”

Jinyuan Securities pointed out that the first quarter of 2026 is a critical point for the computer industry to transition from “Large Models (LLM)” to “Intelligent Agents (Agent).” AI Agents are accelerating commercialization and large-scale deployment, and related computing infrastructure sectors are expected to see sustained market performance. Currently, AI applications show “scenario penetration” features, with general AI and specialized vertical AI developing in parallel, further strengthening the overall demand for cloud inference, storage, networking, and platform services.

As of 10:06 on March 12, 2026, the CSI Cloud Computing and Big Data Theme Index (930851) rose 0.48%. The constituent stocks, Ziguang Group, rose 6.74%; Hand Enterprise Solutions, rose 4.10%; Sugon Information, rose 3.42%; Wangsu Technology, rose 2.99%; Inspur Information, rose 2.52%. Cloud Computing ETF Penghua (159739) increased by 0.46%, with the latest price at 1.74 yuan.

The Cloud Computing ETF Penghua closely tracks the CSI Cloud Computing and Big Data Theme Index. The index selects 50 listed companies involved in providing cloud computing services, big data services, and related hardware equipment as sample stocks, reflecting the overall performance of cloud computing and big data listed companies.

Data shows that as of February 27, 2026, the top ten weights in the CSI Cloud Computing and Big Data Theme Index (930851) are iFlytek, Runze Technology, Kingsoft Office, Inspur Information, Zhongji Xuchuang, Sugon, EasySun, Ziguang Group, Wangsu Technology, and Tuowei Information, accounting for 48.14% of the total weight.

Cloud Computing ETF Penghua (159739), off-market connection (A: 021090; C: 021091; I: 022882).

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