AI基建带动燃机需求，国防ETF(512670)冲击5连涨

Group 1 - The core viewpoint of the articles highlights the increasing demand for gas turbines driven by AI infrastructure, with a significant rise in global data center electricity consumption projected by Gartner [1] - Gartner forecasts that electricity consumption in data centers will surge by 160% from 2023 to 2027, with new AI-optimized servers expected to consume 500 terawatt-hours annually, which is 2.6 times the consumption in 2023 [1] - Longjiang Securities indicates that the explosive demand for electricity is forcing upgrades in energy infrastructure, with gas turbines being essential for peak shaving and backup power, leading to nearly 60 GW of new installed capacity globally by 2024 [1] Group 2 - As of January 30, 2026, the top ten weighted stocks in the China Securities Defense Index (399973) include Aerospace Electronics, Aero Engine Corporation of China, AVIC Shenyang Aircraft Corporation, and others, collectively accounting for 42.4% of the index [2] - The Defense ETF (512670) closely tracks the China Securities Defense Index, which includes listed companies under the ten major military groups and those providing weaponry and equipment to the armed forces [1][2]