Telecom ETF (515880) jumps 4%, Alibaba Cloud officially announces a maximum price increase of 34%

SadMoneyMeow · 2026-03-20T10:34:30+00:00

The telecommunications sector staged a strong rebound today, with telecommunications ETF gaining over 4%. Alibaba Cloud announced price increases of up to 34% for related products due to AI demand and supply chain cost increases. Despite near-term volatility risks, the medium to long-term industry trends remain favorable. Investors are reminded to pay attention to risks and invest cautiously.

SadMoneyMeow

2026-03-20 10:34:30

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Today, the telecommunications sector rebounded strongly again, with the Telecom ETF (515880) rising over 4%.

According to official announcements from Alibaba Cloud, due to the surge in global AI demand and rising supply chain costs, Alibaba Cloud’s AI computing power, storage, and other products increased prices by up to 34%, boosting tech market sentiment.

Recent geopolitical conflicts and liquidity concerns may cause frequent disruptions in the short term, so investors should remain cautious of volatility risks; however, the investment in AI is unprecedented in human technological history, and the industrial revolution driven by AI is far from over. The medium- to long-term industry trend remains certain. As the “tool seller” in the computing power industry, the telecommunications sector’s market size is expected to continue growing.

The Telecom ETF (515880) allocates over 80% to “optical modules + servers + optical fibers + copper connections,” providing a one-click way to access core computing power engines.

Risk reminder: Mentioned stocks are for industry event analysis only and do not constitute any stock recommendation or investment advice. Short-term index movements are for reference only and do not predict future performance, nor do they guarantee fund performance. Views may change with market conditions and do not constitute investment advice or promises. Different funds have varying risk and return profiles; investors should carefully read the fund legal documents, fully understand product features, risk levels, and distribution principles, and choose products that match their risk tolerance. Please review legal documents for fund fee rates.

Daily Economic News

(Edited by: He Chong)

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