Group 1 - The electric grid ETF (561380) has seen a net inflow of over 1.2 billion yuan in the past five days, indicating strong investor interest in the sector [1] - The construction of AI data centers is leading to increased electricity demand, with electricity prices in the U.S. projected to rise by 6% year-on-year by August 2025 [1] - Elon Musk highlighted that the bottleneck for artificial intelligence is shifting from chips to voltage transformers, emphasizing the need for upgrades in power supply systems [1] Group 2 - The electric grid ETF (561380) tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), which selects listed companies involved in power transmission, distribution systems, and related equipment manufacturing [2] - The index components cover key areas such as electric network construction and technology upgrades, showcasing strong industry representation and focus [2]
电网ETF（561380）近5日净流入超12亿元，AIDC建设缺电逻辑持续发酵
Mei Ri Jing Ji Xin Wen·2026-01-21 08:18