Global cloud service prices are rising, capital expenditures are increasing, and investment opportunities in cloud computing ETFs like E Fund (516510) are emerging.

May 11th, as of 10:20 AM, the cloud computing index rose by 0.54%. Among individual stocks, China Great Wall rose by more than 4%, Sugon (Inspur) rose by more than 1%, and iFlytek, GigaDevice, and others also rose.

For popular ETFs, the Cloud Computing ETF E Fund (516510) currently has a trading value of 89.0394 million yuan and a turnover rate of 3.24%. The Cloud Computing ETF E Fund recorded net inflows on the previous trading day.

On the news front, on May 11th, a wave of price increases in the global cloud services market continued to spread. Domestic providers such as Alibaba Cloud, Tencent Cloud, and Baidu Smart Cloud followed overseas cloud providers in adjusting their prices in succession. The industry’s competitive logic has shifted from low-price expansion to capability-based pricing. On May 9th, Akamai and Anthropic signed a 7-year, $1.8 billion cloud computing infrastructure service contract to provide support for their computing power needs. On the same day, multiple companies including Huawei Cloud, Jiangsu Dingfeng Cloud Computing, and Digital Fujian Cloud Computing applied for cloud computing-related patents, and Yakang Co., Ltd. established a wholly-owned technology new company with cloud computing business. On May 8th, IDC data showed that in the second half of 2025, China’s public cloud IaaS market’s year-over-year growth rate is expected to rebound to 20.0%. On May 7th, companies such as Tanywan Games established cloud computing companies involving AI and integrated circuit chip businesses, and the Harvest CSI Hong Kong & Shenzhen Cloud Computing Industry ETF © opened for subscriptions.

CITIC Securities stated that leading North American AI companies have raised their full-year capital expenditure guidance, reflecting strong demand on the computing power end and persistent inflation on the upstream supply side. Within the computer sector, the cloud computing sub-sector is performing relatively better. Orient Securities said that the current large-model Tokens usage is “moving from virtual to real,” and domestically developed large models—after several rounds of iteration—are gradually reaching industry-leading levels, with demand in the computing power industry chain accelerating release.

The Cloud Computing ETF E Fund (516510) closely tracks the Cloud Computing (930851.CSI). It selects 50 listed companies whose businesses involve providing cloud computing services, big data services, and related hardware equipment as index constituents, to reflect the overall performance of listed securities in the cloud computing and big data themes.

The Cloud Computing ETF E Fund (516510) currently charges an annual management fee rate of 0.15% and an annual custody fee rate of 0.05%. Off-exchange connection funds include (017853, 017854).

Risk warning: Funds involve risks; invest with caution.