Group 1 - The rapid development of AI technology is driving explosive growth in data center construction, which significantly increases electricity consumption and becomes a core growth engine for electricity demand [1][9] - Data centers are identified as a major reason for the electricity supply gap, highlighting the interdependence between electricity and computational power development [1][9] Group 2 - The targeted index includes various power generation methods: thermal power (42.99%), hydropower (24.21%), wind power (13.18%), nuclear power (12.17%), and photovoltaic power (6.01%), showcasing both dividend and growth attributes [3][10] - The top ten weighted stocks in the index include leading companies in the power industry, such as Changjiang Electric Power, China Nuclear Power, and Three Gorges Energy, with a combined weight of 54.21% [5][11]
为AI发“电”!把握AI能源机遇,一图读懂电力ETF华宝(159146)