Core Insights - The article highlights the opportunities in the power grid sector driven by AI and the increasing demand for upgraded power distribution architecture, particularly in Artificial Intelligence Data Centers (AIDC) [1] - The global AIDC power equipment market is projected to exceed 410 billion yuan by 2030, with a compound annual growth rate (CAGR) of 39% from 2024 to 2030 [1] - The North American cloud providers are expected to maintain high capital expenditures in 2026, which is anticipated to be a pivotal year for the domestic and international application of 800V HVDC/SST technology [1] Industry Summary - The Electric Grid ETF (561380) has seen a rise of over 1% and a net inflow of more than 1.8 billion yuan in the past 20 days, indicating strong investor interest in the sector [1] - The ETF tracks the Hang Seng A-share Electric Grid Equipment Index (HSCAUPG), focusing on companies involved in modernizing power grid infrastructure, ultra-high voltage construction, and communication equipment [1] - The index emphasizes manufacturing within the electric grid equipment industry while also covering auxiliary sectors such as information technology services, reflecting the trend of digital transformation in the power grid [1]