Group 1 - The core issue facing the AI industry is not a surplus of computing power, but a lack of sufficient electricity to support all GPU operations [1] - Global data center electricity consumption reached 415 TWh in 2024, accounting for 1.5% of global electricity consumption, equivalent to the total annual electricity usage of the UK [1] - This electricity consumption is increasing at an annual rate of 12%, and it is expected to double to 945 TWh by 2030, pushing the global energy system towards a critical turning point [1] Group 2 - The Electric Grid ETF (561380) tracks the Hang Seng A-share electric grid equipment index, which selects listed companies in the electric grid equipment sector to reflect the overall performance of the electric grid equipment industry chain [1]
电网ETF（561380）连续10日净流入超4.2亿元，人工智能技术发展驱动电力需求激
Mei Ri Jing Ji Xin Wen·2025-11-17 03:45