--- title: "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" type: "News" locale: "en" url: "https://longbridge.com/en/news/280116383.md" description: "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" datetime: "2026-03-23T07:09:10.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280116383.md) - [en](https://longbridge.com/en/news/280116383.md) - [zh-HK](https://longbridge.com/zh-HK/news/280116383.md) --- # 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 Recently, the energy storage industry has continued to improve; the national capacity compensation electricity price policy has been implemented, and detailed rules from various provinces will be introduced successively. Coupled with the accelerated promotion of electricity calculation synergy, strong demand for energy storage in U.S. data centers, and enhanced subsidies for household storage in Europe, institutions predict that global energy storage installations are expected to achieve over 60% growth by 2026. The IEA predicts that global electricity consumption by data centers will increase to approximately 945 TWh by 2030, a significant rise from current levels. This means that the core constraint of AI is shifting from "is there a story" to "is there a sustainable supply of energy, transmission, and capital recovery capability." ICBCCS Fund expresses continued optimism about the AI main line, with a stronger focus on core hardware with the most rigid supply bottlenecks and power energy systems that alleviate hard constraints on energy. In the medium to long term, AI remains one of the strongest industrial capital expenditure main lines globally. On the demand side, the expansion of data centers and inference continues; on the supply side, chips, packaging, networks, data centers, and electricity remain scarce resources; on the capital expenditure side, many major U.S. companies are still increasing their AI-related investments in 2026. In terms of market structure, the risk premium, interest rate repricing, and clearing of crowded trades triggered by this round of geopolitical conflicts have already occurred in the past two weeks. At this stage, the market may no longer engage in the crude trading of "first cutting the entire AI sector," but may enter a reordering within AI. We believe that the AI main line has not been damaged; in the future, those that can truly outperform in the long term are not all assets related to AI, but assets that control hard constraints, undertake real orders, and realize genuine cash flow. The corresponding allocation directions, such as the ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF (588430) and the ICBCCS ChiNext New Energy ETF (159149), are expected to benefit. The ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF (588430) closely tracks the CSI STAR&CHINEXT Artificial Intelligence Index, which selects 50 listed companies from the STAR Market and ChiNext that are involved in AI foundational resources, technology, and application support as index samples, reflecting the overall performance of AI-themed listed companies in these sectors. It comprehensively covers the entire industrial chain of AI computing power (AI chips, optical modules), AI technology (large models, cloud computing), and AI applications (robots, intelligent driving), striving to accurately capture the growth dividends of AI under new productive forces. The ICBCCS ChiNext New Energy ETF (159149) closely tracks the ChiNext New Energy Index (399266.SZ), which consists of 50 ChiNext listed companies in the new energy or new energy vehicle industry, aiming to reflect the operational characteristics of listed companies in the new energy industry on the ChiNext market. It highly focuses on the energy storage main line while covering core links of the entire energy storage industrial chain, including traditional energy storage scenarios such as large-scale energy storage and commercial energy storage, as well as innovative fields like AI energy storage, AIDC supporting power, and electricity calculation synergy. It is worth noting that the daily price fluctuations of the constituent stocks of the CSI STAR&CHINEXT Artificial Intelligence Index and the ChiNext New Energy Index can reach up to 20%, showing significant elasticity advantages, but may also bring considerable price volatility risks, making it relatively suitable for investors who fully pursue high elasticity As a high-quality tool for laying out the dual innovation AI track, the ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF (588430) provides investors with a convenient channel to share in the dividends of AI technology iteration and industrial implementation, making it suitable for medium to long-term investors optimistic about the development of the artificial intelligence industry and seeking high elastic returns as a trading or allocation tool. The ICBCCS ChiNext New Energy ETF (159149) offers investors an efficient tool for one-stop investment and allocation of ChiNext new energy industry targets, further enriching their asset allocation choices in the energy storage mainline. Fund Fee Description: The trading fees for the ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF and the ICBCCS ChiNext New Energy ETF are subject to the actual charges by the brokerage firm. Subscription Fee: When investors subscribe for fund shares, the subscription and redemption agent broker can charge a commission not exceeding 0.5%, which includes relevant fees charged by the stock exchange, registration agency, etc. Redemption Fee: When investors redeem fund shares, the subscription and redemption agent broker can charge a commission not exceeding 0.5%, which includes relevant fees charged by the stock exchange, registration agency, etc. The management fee rate for the ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF is 0.45% per year, and the custody fee rate is 0.10% per year. The management fee rate for the ICBCCS ChiNext New Energy ETF is 0.50% per year, and the custody fee rate is 0.10% per year. Risk Warning: The fund manager manages and utilizes the fund property in accordance with the principles of diligence, honesty, and prudence, but does not guarantee that the fund will make a profit or guarantee a minimum return. Both the ICBCCS CSI STAR&CHINEXT Artificial Intelligence ETF and the ICBCCS ChiNext New Energy ETF are equity funds, with risks and returns higher than those of mixed funds, bond funds, and money market funds; both are index funds that mainly adopt a full replication strategy to track the market performance of the underlying index, possessing risk-return characteristics similar to the underlying index and the stock market represented by the underlying index. Investing in ETFs will face risks of fluctuations in the underlying index, risks of deviation between the fund's investment portfolio returns and the underlying index returns, and risks of tracking error control not meeting the agreed targets. Funds carry risks, and investors should carefully read the "Fund Contract," "Prospectus," "Fund Product Information Summary," and other legal documents before investing in funds. Based on a comprehensive understanding of the product situation, fee structure, charging standards of various sales channels, and listening to the suitability opinions of sales institutions, investors should choose investment varieties that suit their risk tolerance. Fund investment must be cautious ### Related Stocks - [159149.CN](https://longbridge.com/en/quote/159149.CN.md) - [588430.CN](https://longbridge.com/en/quote/588430.CN.md) ## Related News & Research - [eClerx Unifies AI Leadership to Deliver Outcome-Driven Results at Enterprise Scale](https://longbridge.com/en/news/287096511.md) - [Is AI a bubble? It’s starting to get soapy](https://longbridge.com/en/news/286937439.md) - [Cathie Wood Snatches Up $46.4 Million of the Hottest AI IPO of the Year. Here’s Why.](https://longbridge.com/en/news/286795261.md) - [08:11 ETNot All AI Is GenAI. 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