Group 1 - The core viewpoint is that the power supply is becoming a critical bottleneck for AI expansion, with significant growth in the photovoltaic, grid, and battery sectors despite market adjustments [1][2] - The leading photovoltaic ETF (560980) has increased by 0.91% recently, with a year-to-date gain of over 57%, while the grid ETF (159320) has risen significantly, with a year-to-date increase of over 73% [1] - The largest and most liquid battery ETF (159755) has seen a year-to-date increase of 70%, and the energy storage battery ETF (159305) has risen over 66% this year, indicating high industry prosperity [1] Group 2 - The photovoltaic ETF tracks the top 30 photovoltaic companies and has outperformed the photovoltaic industry index by nearly 10% this year [2] - Microsoft’s CEO Nadella highlighted that the real bottleneck for AI chip deployment is not chip supply but rather the availability of power and physical space in data centers [2] - The grid ETF closely follows the Hang Seng A-share grid equipment index, which has outperformed the CSI grid equipment index by 34% this year [2]
电力短缺成AI算力扩张新瓶颈！光伏ETF龙头(560980)、电网ETF(159320)逆势上涨，年内大幅跑赢同赛道
Ge Long Hui·2025-11-07 05:20