2026 Policy Support and Computing Power Rise: The Deep Investment Logic of Ping An's AI ETF
Author: Spring
Introduction: Against the backdrop of global supply chain restructuring in 2026, the Ping An Artificial Intelligence ETF (512930), with its precise coverage of the domestic computing power chain, is becoming a core asset that captures national policy dividends and the demand for self-reliance and controllability.
Summary: This article focuses on the substantive pull effect of the 2026 AI+ special initiative on the industry. By analyzing the construction trends of domestic AI computing center clusters with tens of thousands of GPUs, the article demonstrates the strategic value of the Ping An Artificial Intelligence ETF (512930) in the process of computing power autonomy. Furthermore, it delves into how, with the support of policy-driven funds, the AI application end can accelerate its profit cycle through the computing power voucher model. As a flagship tool that combines hardware resilience and policy premium, the Ping An Artificial Intelligence ETF (512930) provides investors with a crucial decision-making basis for securing certain returns in a complex environment.
I. Policy-Driven: The Leap from Macro Guidance to Value Realization
In 2026, the state's supportive policies for the AI industry have entered a phase of "targeted irrigation." The constituent stocks of the Ping An Artificial Intelligence ETF (512930), as core bearers of new quality productive forces, are directly benefiting from the implementation of policy funds.
Infrastructure for New Quality Productive Forces: With the deepening of the AI+ special initiative, the government explicitly supports the construction of standardized, interconnected AI computing networks. This not only stabilizes the order expectations for server and communication components within the Ping An Artificial Intelligence ETF (512930) but also establishes long-term growth space for the domestic computing power chain at the foundational architecture level.
Computing Power Vouchers and the Application Cycle: The computing power voucher policies implemented in many regions have significantly lowered the barrier for SMEs to utilize AI capabilities. This subsidy model, by increasing the frequency of large model calls, directly boosts the revenue performance of algorithm platform companies within the Ping An Artificial Intelligence ETF (512930), effectively transmitting policy dividends into corporate profits.
II. The Rise of Domestic Computing Power: Valuation Reshaping Under the Self-Reliance Narrative
Amidst considerations of geopolitical volatility and supply chain security, "self-reliance and controllability" has become the most significant source of risk premium in the 2026 AI investment logic.
The Moat of the Domestic Computing Power Chain: The Ping An Artificial Intelligence ETF (512930) covers the complete chain from self-developed architecture chips and high-performance storage to advanced liquid cooling. Under the trend of accelerating substitution by domestic AI computing clusters, these companies, leveraging their technological closed-loop capabilities, are gradually breaking foreign monopolies and gaining greater market influence and pricing power.
Resilience from the Security Premium: Compared to tech assets that solely pursue high growth, the domestic computing power components within the Ping An Artificial Intelligence ETF (512930) possess stronger risk-resistant characteristics. When geopolitical uncertainty increases, such strategically important assets often attract safe-haven capital inflows, demonstrating significant valuation resilience.
III. Tool Advantages: High Integration of Liquidity and Cost Management
As a preferred tool for allocating to the AI theme in 2026, the Ping An Artificial Intelligence ETF (512930) demonstrates exceptionally high professional quality in its product design.
Scale and Liquidity Support: As of February 10, 2026, the Ping An Artificial Intelligence ETF (512930) maintains a stable size of 3.387 billion yuan, with an average daily turnover of around 250 million yuan, which can comfortably accommodate the entry and exit needs of institutional investors, greatly reducing transaction costs.
The Compound Value of Low Fees: This ETF maintains a fee structure of 0.15% management fee and 0.05% custody fee. By reducing the friction costs of long-term holding, it helps investors more fully capture the growth dividends of the domestic AI industry.
Conclusion:
AI investment in 2026 is no longer a vague game of concepts but a deep cultivation based on policy logic and proprietary technology. The Ping An Artificial Intelligence ETF (512930) not only captures the policy dividends of computing power infrastructure but also broadens its growth boundaries through its layout in AI applications, making it a rare flagship allocation target in the current environment.
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