--- title: "Power consumption from computing is becoming a new growth driver that cannot be ignored. The electric power ETF Invesco (159158) captures AI energy opportunities with one click" type: "News" locale: "en" url: "https://longbridge.com/en/news/280725689.md" description: "The Electric Power ETF Invesco (159158) focuses on the new growth pole of computing power consumption, expecting to release a rigid increase in electricity demand in the next 3-5 years. The CSI All Share Electric Utilities Index (H30199) fell by 0.99%, with constituent stocks performing unevenly. China Merchants Securities pointed out that stable and clean electricity is the core infrastructure for the development of the AI industry, and low-carbon power sources are expected to benefit. The Electric Power ETF has both defensive and growth attributes, making it suitable for capturing the new energy cycle. Investment should be approached with caution" datetime: "2026-03-27T02:54:13.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/280725689.md) - [en](https://longbridge.com/en/news/280725689.md) - [zh-HK](https://longbridge.com/zh-HK/news/280725689.md) --- # Power consumption from computing is becoming a new growth driver that cannot be ignored. The electric power ETF Invesco (159158) captures AI energy opportunities with one click As of March 27, 2026, 09:55, the CSI All Share Electric Utilities Index (H30199) fell by 0.99%. Among the constituent stocks, Guangxi Energy hit the daily limit, JinKong Power rose by 7.99%, and QianYuan Power increased by 4.81%. The electric power ETF Invesco (159158) has been adjusted downwards. The energy consumption of computing power is becoming a new growth pole that cannot be ignored. Changjiang Securities estimates that based on the current average daily token call volume of 140 trillion in China, the corresponding annual electricity consumption is about 10.2 to 44.7 billion kilowatt-hours, equivalent to 0.10% to 0.43% of the total electricity consumption in 2025. With the "14th Five-Year Plan" clearly emphasizing the construction of ultra-large-scale intelligent computing clusters and the new infrastructure of computing power and electricity collaboration, the rigid increase in electricity demand driven by computing power will continue to be released in the next 3 to 5 years. China Merchants Securities believes that under the background of "computing power and electricity collaboration" being included in the two sessions report for the first time and the proportion of green electricity consumption in data centers being included in regulatory assessments, stable clean electricity has become a core infrastructure for the development of the AI industry. Low-carbon base-load power sources such as hydropower and nuclear power are expected to benefit first. Seize AI energy opportunities with one click! The electric power ETF Invesco (159158) tracks the CSI All Share Electric Utilities Index, which focuses on the electric utilities sector, characterized by high purity of electricity and broad industry coverage. The proportion of constituent stocks in the power and grid industry reaches 100%, comprehensively covering thermal power, hydropower, wind power, nuclear power, and photovoltaics. Driven by both the AI technology revolution and energy transition, the electric power ETF Invesco (159158) tracks the CSI All Share Electric Utilities Index, which possesses the dual attributes of "defensive base + growth elasticity." On one hand, it includes green electricity operators benefiting from the surge in computing power demand, likely to capture the new energy prosperity cycle; on the other hand, it has HALO attributes, featuring high dividends and stable cash flow from traditional power leaders, providing defensive characteristics. Risk Warning: The market has risks, and investment should be cautious! ### Related Stocks - [159158.CN](https://longbridge.com/en/quote/159158.CN.md) - [560580.CN](https://longbridge.com/en/quote/560580.CN.md) - [561700.CN](https://longbridge.com/en/quote/561700.CN.md) - [159146.CN](https://longbridge.com/en/quote/159146.CN.md) ## Related News & Research - [China Nuclear Energy Tech signs 20-year rooftop solar lease in Hefei at RMB 360,000/year](https://longbridge.com/en/news/287086152.md) - [Stocks in Play: Tantalus Systems](https://longbridge.com/en/news/286118322.md) - [ZAWYA: DEWA says $2.3bn transmission network projects under development](https://longbridge.com/en/news/286665525.md) - [Jack Antonoff tells people who are making AI art to 'drive right off that cliff'](https://longbridge.com/en/news/286592426.md) - [NextEra Energy's $67 Billion Dominion Acquisition Will Make It the Dominant Power Player in the AI Era and a Must-Own Energy Stock](https://longbridge.com/en/news/286896538.md)