Utility ETFs rose nearly 1%, as explosive growth in AI computing power drives electricity demand

The utilities ETF rose nearly 1%, influenced by the surge in demand for AI computing power, leading to an increase in electricity demand. In terms of policy, the government work report for 2026 mentioned "computing and electricity synergy" for the first time as part of new infrastructure projects. China International Capital Corporation pointed out that the escalating conflict in the Middle East has heightened global energy security anxiety, driving countries towards low-carbon development and promoting the long-term development of new energy and grid equipment. The latest price of the utilities ETF is 1.1 yuan, with strong performance from constituent stocks, and the top ten weighted stocks account for 51.92%