Cloud Computing ETF Penghua advances in gains, institutions point out that commercialization and scaling of AI Agents will strengthen demand for cloud services

Major internet companies are launching the “Hundred Shrimp Battle.” In the news, Baidu Smart Cloud’s “Red Finger Operator” app has officially launched on the Android market. Red Finger Operator offers an OpenClaw native mobile experience and combines self-developed mobile AI Agent capabilities to enable 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 just three minutes and introduced new user acquisition policies like “Zero-cost Direct Claim” and “15,000 PU/month resource points.”

Jinyuan Securities pointed out that the first quarter of 2026 will be a critical period for the computer industry to transition from “Large Models (LLM)” to “Intelligent Agents (Agent).” AI Agents are accelerating commercialization and scaling, and related infrastructure sectors such as computing power 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 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) increased by 0.48%. The constituent stocks, such as Unigroup (紫光股份), rose by 6.74%, Hand Enterprise Solutions (汉得信息) by 4.10%, Sugon (中科曙光) by 3.42%, Wangsu Science & Technology (网宿科技) by 2.99%, and Inspur (浪潮信息) by 2.52%. The Cloud Computing ETF Penghua (159739) increased by 0.46%, with the latest price at 1.74 yuan.

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

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

The Penghua Cloud Computing ETF (159739) is an over-the-counter connection (A: 021090; C: 021091; I: 022882).