Geopolitical conflicts combined with energy replacement, accelerated promotion of computing synergy, crowded trading or phased release, ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF (588430) and ICBCCS ChiNext New Energy ETF (159149) are expected to benefit
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Recently, the energy storage industry has seen an increase in prosperity. With national policy support, global energy storage installations are expected to grow by 60% by 2026. The IEA predicts that global electricity consumption by data centers will significantly increase by 2030, and capital expenditures in the AI industry will remain strong. Market structures are changing due to geopolitical conflicts and interest rate repricing, and future AI investments will focus more on controlling hard constraint assets. The ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF (588430) and the ICBCCS ChiNext New Energy ETF (159149) are expected to benefit
Source: 腾讯新闻 - 财经 The copyright of this article belongs to the original author/organization.
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