Huang Renxun: Low-Latency Inference Will Become New Business Payment Engine; Low-Fee Growth Enterprise Board AI ETF Huaxia (159381) Surges 2.81%

Early trading on March 18, hardware stocks such as CPO and optical modules for computing power initially rebounded. In the computing power ETF sector, the lowest-fee artificial intelligence ETF on the ChiNext, Huaxia (159381), opened higher and by 10:18 AM, rose 2.81%. The Huaxia (515050), the largest communication ETF by scale, increased nearly 2%, and the lowest-fee cloud computing ETF, Huaxia (516630), rose over 1%. Leading the gains were Shulian Co., Ltd. and Tianfu Communications, with Zhishang Technology, Yuanjie Technology, Zhongji Xuchuang, and Xinyi Sheng opening higher.

On the news front, Jensen Huang stated in an interview that the improvement in AI inference capabilities is shifting models from “generating information” to “performing tasks,” beginning to generate real economic value for the first time. Low-latency, high-throughput inference scenarios represented by coding agents are opening the next important phase of AI infrastructure commercialization. On the supply side, power and data center construction almost lack redundancy, and tight balancing may become a long-term industry characteristic.

Goldman Sachs in a research report forecasted that Nvidia’s data center business orders will reach $1 trillion by 2027. This clear long-term revenue visibility significantly exceeds Wall Street’s general expectations, alleviating investor concerns that AI capital expenditure might peak in 2026. Meanwhile, Nvidia announced the launch of a new inference product based on Groq infrastructure, precisely addressing current data center power bottlenecks and providing broader commercialization opportunities for enterprises. This marks a key step for the company into the increasingly competitive AI inference market.

AI Computing Power Related ETFs

Huaxia Communication ETF (515050) focuses deeply on electronics (PCB, consumer electronics) and communication (optical modules, servers) hardware for computing power. The top five holdings are Zhongji Xuchuang, Xinyi Sheng, Luxshare Precision, Foxconn Industrial Internet, and GigaDevice. Off-exchange connections (Class A: 008086; Class C: 008087).

Huaxia Startup Board Artificial Intelligence ETF (159381): Half of the index weight is concentrated in optical module CPO sectors, with the other half covering AI software applications, forming a balanced layout of “hardware + applications.” The top 10 holdings are Zhongji Xuchuang (13.87%), Xinyi Sheng (12.93%), Tianfu Communications (9.30%), BlueFocus, Runze Technology, Xiechuang Data, Beijing Junzheng, Kunlun Wanyuan, Wangsu Technology, and Tonghuashun. The fund size is nearly 2 billion yuan, with an internal comprehensive fee rate of only 0.20%, among the lowest in its category, suitable for investors seeking high elasticity and optimistic about AI + themes. Off-exchange connections (Class A: 025505; Class C: 025506).

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

Daily Economic News

(Editor: He Chong)

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