今天云计算、算力租赁板块集体爆发，数据港、世纪恒通强势涨停、东方国信、优刻得涨超10%，港股金山云、万国数据一度涨超17%。 涨价潮来了 01 A股指数今日集体上涨，截至收盘，上证指数涨0.32%，创业板指涨2.02%，北证50指数涨0.69%。 板块题材上，算力租赁、CPO、存储芯片、液冷服务器、元件、铜缆高速连接、PCB等算力硬件股涨幅居前；油气开采及服务、白酒、粮食、 煤炭开采加工、化肥、房地产、风电设备板块跌幅居前。 作者 | 哥吉拉 数据支持 | 勾股 大数 据（www.gogudata.com） 龙虾不光占领了流量，还占领了算力。 在Token消耗量势如破竹般增长的背景下，涨价俨然成为全球云计算厂商的共同选择。 3月18日，阿里云宣布对AI算力、存储等产品进行价格上调，最高涨幅达34%。同时，阿里云MaaS业务百炼在今年1-3月创下历史最高增 速。 | 板块涨跌幅 | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 同花顺行业 | | | | | | | | | | | 元件 | 通 ...

Core Insights - The domestic computing power industry chain experienced a strong rally due to Alibaba Cloud's price increase and Nvidia's strategic moves in the AI sector [1][3] Group 1: Alibaba Cloud Developments - Alibaba Cloud announced price increases of up to 34% for AI computing power and storage products due to surging global AI demand and supply chain costs [3] - The price hikes include a 5%-34% increase for computing cards like the PingTouGe ZhenWu 810E and a 30% increase for the CPFS (Intelligent Computing Version) storage product [3] - A significant factor for the price increase is the "explosion in Token usage," with Alibaba Cloud's MaaS business achieving record growth in Q1 2026 [3] Group 2: Nvidia's Strategic Positioning - Nvidia's CEO praised the OpenClaw project, suggesting it could become the next ChatGPT, indicating a strong focus on its development [3] - OpenClaw has become the most popular application on OpenRouter, with its Token consumption significantly surpassing that of other applications [4] Group 3: Market Trends and Performance - The rise of OpenClaw signifies a shift in the AI industry from model capability to task completion capability, leading to increased Token consumption and demand for computing power infrastructure [4] - As AI applications extend from training to inference, there is a growing demand for low-latency and high-throughput computing hardware [5] - The cloud computing ETF (159890) has seen a substantial increase of 601% since its inception, outperforming other indices like CS AI and CSI 300 [5]