The bottleneck of AI is electricity, the long-term logic of the green electricity ETF ChinaAMC (562550) is solid, and it has the highest electricity content in the entire market

On March 31, the three major A-share indices collectively fell, and the power sector performed poorly. The green electricity ETF Huatai (562550) narrowed its decline to 1.31%, with a transaction volume of 77.06 million yuan, marking nine consecutive trading days of net capital inflow, reaching a historical high in scale. CITIC Securities pointed out that the global energy supply chain is affected by the US-Iran conflict, emphasizing the importance of energy self-sufficiency and control. It is expected that electricity price policies will boost investment enthusiasm in the power industry, and the power sector is likely to welcome dual opportunities for fundamental and valuation recovery