The inflection point for AI reasoning has arrived. Focus on low-cost startup board AI ETFs: Huaxia (159381) and Communication ETF Huaxia (515050).

On the afternoon of April 2nd, the AI technology sector accelerated its adjustment. As of 13:28, the Huaxia (159381) Artificial Intelligence ETF on the ChiNext with the lowest fee rate among peers dropped 3.1%, with a trading volume exceeding 200 million yuan during the session and a turnover rate of 13%. Among its holdings, stocks such as Capital Online, Gloway New Network, and Oriental Guoxin led the declines. The Huaxia (516630) Cloud Computing ETF with the lowest fee rate among peers fell 3.3%.

Recently, Nvidia announced a $2 billion investment in Marvell Technology and established a deep strategic partnership. The core of this cooperation is to fully integrate Marvell into Nvidia’s AI ecosystem. Jensen Huang stated, “The turning point for AI inference has arrived, and the world is racing to build ‘AI factories’. Our collaboration with Marvell will help our customers fully leverage Nvidia’s AI infrastructure ecosystem to scale up dedicated AI computing capabilities.”

Morgan Stanley stated that the gap in computing power demand is significant, reinforcing the leading position of tech giants. By 2026, cash capital expenditure of large-scale cloud providers is expected to exceed $740 billion, surpassing $900 billion in 2027, with a compound annual growth rate of 29% from 2024 to 2027. Continuous investment in computing infrastructure will support their competitive advantage in the AI era and further boost demand in the upstream and downstream industries such as semiconductors and data centers.

Computing Power-Related ETFs

The Huaxia Cloud Computing ETF (516630) focuses on domestically produced AI hardware and software computing power, with a combined weight of 83.7% in computer software, cloud services, and computer equipment. The content of Deep Seek exceeds 80%, and OpenClaw is nearly 70%. The on-market comprehensive fee rate is only 0.20%, ranking among the lowest in its category. Off-market connection (A shares: 019868; C shares: 019869);

The Huaxia ChiNext Artificial Intelligence ETF (159381): Half of the index’s weight is concentrated in the optical module CPO sector, while the other half covers AI software application fields, forming a balanced layout of “hardware + application”. The top 10 holdings are Zhongji Xuchuang (14.91%), New Easy Sheng (14.51%), Tianfu Communication (10.30%), Runze Technology, BlueFocus, Xiechuang Data, Kunlun Wanwei, Beijing Junzheng, Wangsu Technology, Changxin Bochuang. The fund’s current size is nearly 2 billion yuan, with an on-market comprehensive fee rate of only 0.20%, among the lowest in its category, suitable for investors seeking high flexibility and optimistic about AI+ themes. Off-market connection (A shares: 025505; C shares: 025506).

The Huaxia Communication ETF (515050) deeply focuses on electronics (chips, PCBs, consumer electronics) and communication (optical modules, servers, optical fiber cables) computing hardware. The top 10 holdings are New Easy Sheng, Zhongji Xuchuang, Luxshare Precision, Industrial Fuxin, GigaDevice, Dongshan Precision, Tianfu Communication, Huagong Technology, Huatian Electronics, ZTE Corporation. Off-market connection ( A shares: 008086; C shares: 008087)

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