On March 9, as of 9:29 AM, the technology leaders sector experienced a downturn, with the CSI Technology Leaders Index falling by 3.05%. Among the constituent stocks, Piotech Inc. led the decline with a drop of 7.64%, followed by XYS with a decrease of 5.47%, and TFC with a decline of 5.0%.
In terms of popular ETFs, China's first technology leaders ETF—HuaBao Fund's Tech ETF (515000)—saw its on-market price fall by 1.18%, with a trading volume reaching 1.1506 million yuan.
CMSC believes that OpenClaw continues to gain popularity and has become the fastest-growing open-source software project in GitHub's history, with domestic large language models ranking among the top globally in terms of usage.
Huang Renxun pointed out that AI agents, requiring only a series of prompts, can perform tasks that originally demanded significant time and expertise, leading to a surge in token consumption by approximately 1,000 times and directly creating a "computing power vacuum."
As long as AI agents continue to penetrate human workflows, existing hardware deployments, regardless of scale, will remain constrained by computing power limitations. Computing power cloud services remain the most certain direction, with the demand logic behind cloud providers' price increases strengthening.
For a one-click allocation to leading segments in the technology sector, consider focusing on the Tech ETF (Ticker: 515000, Connect A: 007873, Connect C: 007874). Data shows that the Tech ETF (515000) tracks the CSI Technology Leaders Index, which selects 50 listed companies from the technology fields—such as electronics, computers, communications, and biotechnology—in the Shanghai and Shenzhen markets based on their scale, market share, growth potential, and R&D investment. It centrally represents the core assets of A-share technology and offers a more balanced risk-return profile compared to other single-technology sector products.
Data source: Shanghai and Shenzhen Stock Exchanges, etc. Note: "China's first" refers to the first ETF tracking the CSI Technology Leaders Index.
Risk warning: The Tech ETF passively tracks the CSI Technology Leaders Index, which has a base date of June 29, 2012, and was published on March 20, 2019. The composition of the index's constituent stocks is adjusted according to its compilation rules, and its historical backtest performance does not indicate future index performance. The index constituents mentioned are for illustrative purposes only; descriptions of individual stocks do not constitute investment advice in any form nor represent the holdings or trading trends of any fund managed by the fund manager. The fund manager assesses the fund's risk level as R3-medium risk, suitable for balanced (C3) and above investors. Any information appearing in this article (including but not limited to individual stocks, comments, predictions, charts, indicators, theories, and any form of expression) is for reference only, and investors must take responsibility for any independent investment decisions. Furthermore, any views, analyses, or forecasts in this article do not constitute investment advice of any form to readers, and no liability is accepted for any direct or indirect losses resulting from the use of this content. Fund investments carry risks; past performance of a fund does not indicate its future results, and the performance of other funds managed by the fund manager does not guarantee the fund's performance. Invest in funds with caution.
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