Computing power consumption is becoming an emerging new growth driver that cannot be ignored. Power ETFs, such as Invesco (159158), allow you to easily seize AI energy opportunities.

As of March 27, 2026 at 09:55, the CSI All-Index Power Utilities Index (H30199) fell 0.99%. In constituent stocks, both gains and losses were mixed: Guangxi Energy hit the 10cm daily limit up, JIN KONG Power rose 7.99%, and Qianyuan Power rose 4.81%. Power ETF Invesco (159158) has adjusted its holdings downward.

AI compute power consumption and electricity usage are increasingly becoming a new growth driver that cannot be ignored. According to estimates by Changjiang Securities, based on the current daily average token call volume of 1.4 quadrillion in China, this corresponds to an annualized electricity consumption of about 10.2—44.7 billion kWh, equivalent to 0.10%—0.43% of China’s total social electricity consumption in 2025. With the “15th Five-Year Plan” and “15th Five-Year Plan for the Future” clarifying efforts to build ultra-large-scale intelligent computing clusters and new infrastructure for coordinated computing and power, the rigid electricity demand increments driven by compute power over the next 3—5 years are expected to continue to be released.

Guangzhou Securities believes that, against the backdrop of “compute-and-power coordination” being written into the two sessions’ reports for the first time and the proportion of green power consumption for data centers being included in regulatory performance assessments, stable clean power has become a core foundational infrastructure for the development of the AI industry. Low-carbon baseload power sources such as hydropower and nuclear power are expected to benefit first.

Capture the AI energy opportunity in one click! In the Power ETF Invesco (159158) benchmark index, the CSI All-Index Power Utilities Index focuses on the power utilities sector, with high power purity and broad industry coverage. The allocation to stocks in the power and power grid industries reaches 100%, providing a comprehensive layout across thermal power, hydropower, wind power, nuclear power, and solar photovoltaic.

Driven by both the AI technology revolution and the energy transition, the CSI All-Index Power Utilities Index tracked by Power ETF Invesco (159158) has dual attributes of “defensive base holdings plus growth upside.” On one hand, it includes green power operators that benefit from the surge in demand for compute power, and may capture the favorable cycle for new energy. On the other hand, it also has HALO attributes, offering defensive characteristics from high dividend yields and stable cash flows of traditional power leaders.

Risk disclosure: The market involves risk; invest with caution!