Core Insights - The increasing power consumption from AI has drawn attention, with the Electric Grid ETF (561380) experiencing a net inflow of over 110 million yuan for five consecutive days [1] - According to Changjiang Securities, if the power supply remains balanced in 2024, the U.S. is projected to face a total power gap of approximately 73.2 GW from 2025 to 2030, which could escalate to 201 GW if data center growth exceeds expectations, representing about 25% of North America's current peak load [1] - In China, there is a significant push to build larger data centers, leading to a rapid increase in AI-related power demand, alongside the recent announcement from the Central Committee regarding the acceleration of a new energy system [1] - The Electric Grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index, which reflects the overall performance of publicly listed companies in the electric grid equipment sector [1]
AI电力消耗引关注，电网ETF（561380）连续5日资金净流入超1.1亿元
Mei Ri Jing Ji Xin Wen·2025-11-07 05:51