Core Insights - The electric grid sector continues to perform strongly, with the electric grid ETF (561380) rising over 2% today and achieving a year-to-date increase of over 72%, indicating active capital inflow for five consecutive days [1] Group 1: Electric Grid Sector Performance - The strength of the electric grid sector is primarily influenced by the North American AIDC (Artificial Intelligence Data Center) power shortage concept [1] - There is a consensus on the significant growth in demand for computing power in North America due to the rapid development of the AI industry [1] Group 2: Future Power Demand and Shortages - Official forecasts predict that the cumulative installed capacity of data centers in North America will reach approximately 30GW-100GW over the next five years, with actual demand potentially exceeding expectations [1] - Longjiang Securities estimates that the total power shortfall in the U.S. from 2025 to 2030 could reach about 73.2GW, and if data center growth exceeds expectations, the shortfall could be as high as 201GW [1] - The period from 2025 to 2027 is expected to be the most challenging, with some relief anticipated in 2028 as new effective power sources come online, although power shortages will still persist [1] Group 3: Industries Benefiting from Power Shortages - The anticipated power shortages in the U.S. are expected to drive growth in several industries, including: - Power generation: Expansion of effective power installations such as diesel, gas, and nuclear power [1] - Electric grid: Increased interconnection and the establishment of grid-side energy storage [1] - Data center power supply upgrades: Adoption of direct current power architectures and solid-state transformer (SST) supply architectures [1] - Peak load shaving: Users can reduce peak load levels through energy storage and engage in low-cost charging [1]