AI电力需求受关注，电网ETF（561380）连续10日净流入超4.1亿元，资金逢回调抢筹电网资产

Core Insights - The AI revolution is entering its second phase, shifting from "hard investment" to "soft efficiency" [1] - Power shortages are the biggest challenge faced by tech giants in achieving their CAPEX goals for 2026, necessitating accelerated solutions to power issues [1] - China's strong power system and technological advantages are positioning it as a core player in the AI industry, moving from "computing power support" to "power core" [1] Industry Summary - The electric grid ETF (561380) has seen a net inflow of over 410 million yuan for 10 consecutive days, indicating strong investor interest [1] - The ETF tracks the Hang Seng A-share electric grid equipment index, which reflects the overall performance of listed companies in the electric grid equipment sector [1] - China's electric power system is leading globally in scale, technology, and collaborative capabilities, allowing it to realize capacity value under the current AI demand [1]