artificial intelligence
Recently, the 2023 World Artificial Intelligence Conference (WAIC 2023) came to an end, and with the rapid development of large models and generative AI, cloud computing vendors are also striving to develop. Since the introduction of ChatGPT, the track has become crazy.
The scale of cloud computing industry development
The market size will reach $450 billion
Although the epidemic has had a huge impact on the global economy in recent years, the good news is that as the impact of the epidemic gradually weakens, the global cloud computing market has basically returned to the pre-epidemic growth level, and under the wave of AI, the market is more optimistic about the growth of the cloud computing market.
According to statistics, the global cloud computing market exceeded $250 billion in 2021, and it is expected that by 2025, the global cloud computing market will reach about $450 billion.
The data is taken from the "In-depth Report: The Rise of the AI Wave, the AI Server Leader Breaks the Wave", in which the data comes from iMedia Consulting and Guohai Securities Research Institute
And with the rise of emerging technologies such as edge computing and hybrid cloud, cloud computing will further expand the application field, enterprises and individuals have realized the huge potential of cloud computing, and actively invest in and adopt cloud computing technology to cope with growing business needs and challenges.
From this, we can see that the rapid growth of the cloud computing market is driven by a combination of factors. First, the drive for digital transformation continues to grow, and there is an urgent need for cloud computing to support innovation and growth across industries. Secondly, the vigorous development of cutting-edge technologies such as artificial intelligence, big data, and the Internet of Things provides more opportunities and challenges for cloud computing. Coupled with the continuous improvement of network infrastructure and data security, cloud computing has become one of the indispensable core technologies in today's world.
Cloud computing policy support
Policies help the cloud computing industry
In this context, the mainland cloud computing industry has risen rapidly and has become an important member of the global cloud computing market. Of course, this is also inseparable from the strong support and active promotion of cloud computing by mainland policies.
The mainland government has issued a series of policies and measures to support the development of cloud computing. These policies have helped the cloud computing industry strengthen cloud computing infrastructure, promote digital transformation, and promote the integration of cloud computing with emerging technologies such as artificial intelligence and big data.
The data is taken from "AI Server High-quality Enterprises, Benefiting from the Explosion of AI Computing Power", in which the data comes from the official website of the Chinese People's Government, the official website of the National Development and Reform Commission, and Northeast Securities
These policy supports have laid a solid foundation for the development of China's cloud computing industry. At present, China already has many globally competitive cloud computing companies, which not only occupy an important position in the domestic market, but also stand out on the international stage.
It can be said that the mainland's policy support provides a broader development space for cloud computing enterprises, coupled with the continuous promotion of technological innovation and industry applications, will also further promote the competitiveness of China's cloud computing industry on the global stage.
The Cloud Computing Index is on the rise
The index performed well
The CSI Cloud Computing and Big Data Thematic Index selects 50 listed securities of listed companies whose business involves the provision of cloud computing services, big data services and hardware equipment related to the above services from the Shanghai and Shenzhen markets as the index sample, so as to reflect the overall performance of the securities of listed companies with cloud computing and big data themes in the Shanghai and Shenzhen markets.
The constituent stocks of the CSI Cloud Computing and Big Data Thematic Index are mainly from the computer industry, among which the top ten weighted stocks include leading cloud computing and big data companies such as iFLYTEK, Kingsoft Office and Hang Seng Electronics, which can be said to include most of the core enterprises in the cloud computing industry in China's A-share market.
Source: Oriental Wealth Choice data, as of 20230630. The above information does not constitute any stock recommendation or investment advice, and the past data of individual stocks is not indicative of future performance, and investment should be cautious.
The growth style of such enterprises is outstanding, and under the current market conditions, it has also promoted the development of the CSI Cloud Computing and Big Data Theme Index.
From the chart comparing the performance of the main indexes, we can see that the annualized return of the CSI Cloud Computing and Big Data Thematic Index since June 29, 2012 is 14.93%, and the annualized Sharpe ratio is 0.59, showing high income flexibility.
The data is taken from "Investment Value Analysis: The Twin Engines of Technological Change", in which the data comes from WIND, compiled by Guosen Securities Economic Research Institute
The rapid development of the cloud computing industry and the continuous demand for cloud services in the market have driven the rise of the cloud computing index. Therefore, cloud computing indices are likely to have higher growth potential and returns compared to traditional industries.
With the blessing of performance and policies, the CSI Cloud Computing and Big Data Theme Index performed strongly, outperforming mainstream indices such as CSI 300 and CSI 500 in the long run, and becoming the focus of investors' attention.
Source: Oriental Wealth Choice data (20220330-20230710)
Refers to the Augmented Empowerment Cloud Computing Index
How to invest in the index?
Then, under the current strong performance of the CSI Cloud Computing and Big Data Thematic Index, choosing to invest in an index-enhanced fund that tracks the CSI Cloud Computing and Big Data Thematic Index may be able to obtain better returns than the index.
Because the index enhancement fund will also adopt some strategies to obtain the possibility of exceeding the index return while tracking a benchmark index, it has certain active management capabilities compared to traditional passively managed index funds.
Generally speaking, compared with pure passive index funds, index enhanced funds have stronger investment potential and ceiling; Compared with ordinary active funds, index enhancement funds have higher transparency and controllability, and have stronger investment purposes.
Now Dongcai Cloud Computing Index Enhanced Fund firmly grasps the CSI Cloud Computing and Big Data Theme Index with style advantages, performance advantages and policy momentum advantages, and believes that Dongcai Cloud Computing Index Enhanced Fund can provide more possibilities for excess returns in the future through quantitative stock selection multi-factor + event-driven investment strategies.
Risk Warning:
The views of fund managers, fund managers and authors (if any) mentioned in this article do not represent any position of this platform and do not constitute any investment advice.
Investment is risky, and mainland funds have a relatively short operating time and cannot reflect all stages of stock market development. The past performance of the fund referred to in this information is not indicative of its future performance, the performance of other funds managed by the fund manager does not constitute a guarantee of the performance of the fund, and we do not promise or predict the future return of the product by express, implied or otherwise. Investors should pay careful attention to various risks, carefully read the fund contract, fund product information summary and other sales documents, fully understand the risk-return characteristics of the product, make investment decisions according to their own circumstances, and be responsible for their own profits and losses for investment decisions.
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