<p><strong>GE Vernova (GEV)</strong>，作为电力设备和电网基础设施的主要供应商之一，刚刚交出了一个突破性的季度业绩，突显了人工智能如何迅速重塑能源格局。</p>
<p>人工智能是一个能源故事。</p>
<p>随着超大规模数据中心在全球范围内扩展，支持人工智能工作负载所需的电力正在激增。这一转变正在创造一个强大的二级投资主题：支持人工智能发电、电气化和电网现代化的基础设施。</p>
<p>对于那些希望超越半导体的投资者来说，越来越多的 ETF 提供了对推动这一转型的公司的投资机会。</p>
<p>以下是五只有望受益于人工智能驱动的电力需求激增的 ETF。</p>
<h2>ETF 快照：人工智能电力需求受益者</h2>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ETF</strong></td>
<td><strong>代码</strong></td>
<td><strong>关注领域</strong></td>
<td><strong>费用比率</strong></td>
</tr>
<tr>
<td>Defiance AI &amp; Power Infrastructure ETF</td>
<td><strong>AIPO</strong></td>
<td>人工智能 + 电力基础设施</td>
<td>0.69%</td>
</tr>
<tr>
<td>公用事业选择行业 SPDR 基金</td>
<td><strong>XLU</strong></td>
<td>美国公用事业</td>
<td>0.08%</td>
</tr>
<tr>
<td>Global X 铀 ETF</td>
<td><strong>URA</strong></td>
<td>核能</td>
<td>0.69%</td>
</tr>
<tr>
<td>First Trust Clean Edge 智能电网基础设施 ETF</td>
<td><strong>GRID</strong></td>
<td>电网 + 电气化</td>
<td>0.56%</td>
</tr>
<tr>
<td>ALPS 清洁能源 ETF</td>
<td><strong>ACES</strong></td>
<td>可再生能源</td>
<td>0.55%</td>
</tr>
</tbody>
</table>
<h2>业绩快照</h2>
<table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ETF</strong></td>
<td><strong>代码</strong></td>
<td><strong>年初至今回报</strong></td>
<td><strong>1 年</strong></td>
<td><strong>3 年年化</strong></td>
</tr>
<tr>
<td>Defiance AI &amp; Power Infrastructure ETF</td>
<td><strong>AIPO</strong></td>
<td>31.19%</td>
<td>N/A (新基金)</td>
<td>N/A (新基金)</td>
</tr>
<tr>
<td>公用事业选择行业 SPDR 基金</td>
<td><strong>XLU</strong></td>
<td>6.02%</td>
<td>21.74%</td>
<td>12.27%</td>
</tr>
<tr>
<td>Global X 铀 ETF</td>
<td><strong>URA</strong></td>
<td>25.77%</td>
<td>151.03%</td>
<td>47.47%</td>
</tr>
<tr>
<td>First Trust Clean Edge 智能电网基础设施 ETF</td>
<td><strong>GRID</strong></td>
<td>18.16%</td>
<td>65.24%</td>
<td>24.29%</td>
</tr>
<tr>
<td>ALPS 清洁能源 ETF</td>
<td><strong>ACES</strong></td>
<td>6.69%</td>
<td>63.99%</td>
<td>-6.59%</td>
</tr>
</tbody>
</table>
<h2>Defiance AI &amp; Power Infrastructure ETF (AIPO)</h2>
<h3><strong>最佳纯粹人工智能电力基础设施 ETF</strong></h3>
<p>AIPO ETF 是投资人工智能与能源交集的最直接方式之一。</p>
<p>该基金专注于与以下领域相关的公司：</p>
<ul>
<li>电力基础设施</li>
<li>发电</li>
<li>数据中心能源系统</li>
</ul>
<p>随着人工智能的扩展，电力的限制日益明显。AIPO 旨在直接捕捉这一转变。</p>
<h2>公用事业选择行业 SPDR 基金 (XLU)</h2>
<h3>最佳广泛公用事业曝光</h3>
<p>XLU ETF 提供对大型美国公用事业公司的曝光，其中许多公司正成为超大规模数据中心的重要合作伙伴。</p>
<p>主要推动因素：</p>
<ul>
<li>与科技公司签订的长期电力采购协议</li>
<li>基础负荷需求上升</li>
<li>电网投资加速</li>
</ul>
<p>对于寻求较低波动性和收入的投资者，XLU 提供了一种更具防御性的方式来满足人工智能的电力需求。</p>
<h2>Global X 铀 ETF (URA)</h2>
<h3>最佳核能投资</h3>
<p>URA ETF 提供对铀矿商和核燃料供应链的曝光。</p>
<p>核能正受到重新关注，因为它提供：</p>
<ul>
<li>24/7 基础负荷电力</li>
<li>无碳发电</li>
<li>可扩展性以满足人工智能数据中心的需求</li>
</ul>
<p>随着人工智能需求的加速，核能越来越被视为一个关键的长期解决方案。</p>
<h2>First Trust Clean Edge 智能电网基础设施 ETF (GRID)</h2>
<h3>最佳电网现代化 ETF</h3>
<p>GRID ETF 专注于电力传输和分配方面。</p>
<p>人工智能的增长不仅需要更多的电力——还需要更好的交付系统。</p>
<p>该基金包括参与以下领域的公司：</p>
<ul>
<li>智能电网技术</li>
<li>电网设备和组件</li>
<li>电气化基础设施</li>
</ul>
<p>这使其成为全球电力网络资本支出上升的直接受益者。</p>
<h2>ALPS 清洁能源 ETF (ACES)</h2>
<h3>最佳清洁能源 + 人工智能融合投资</h3>
<p>ACES ETF 提供对与数据中心增长日益相关的可再生能源公司的曝光。</p>
<p>超大规模公司优先考虑：</p>
<ul>
<li>碳中和的人工智能运营</li>
<li>共同部署的可再生能源</li>
<li>电池存储整合</li>
</ul>
<p>这一趋势正在帮助支持清洁能源生态系统的需求。</p>
<h2>更大的主题：人工智能的基础设施交易</h2>
<p>人工智能投资的第一阶段集中在半导体和云计算上。</p>
<p>下一阶段是为这种智能提供电力。</p>
<p>我们看到向以下方向的转变：</p>
<ul>
<li>公用事业作为长期人工智能的推动者</li>
<li>核能作为基础负荷解决方案</li>
<li>电网基础设施作为瓶颈</li>
<li>可再生能源作为可持续性层</li>
</ul>
<p>这些趋势共同构成了人工智能驱动投资的下一个主要阶段。</p>
<p>没有电力，人工智能无法扩展。</p>
<p>这些 ETF 提供了对支持下一代技术所需生态系统的多元化曝光：</p>
<ul>
<li><strong>AIPO</strong> – 针对人工智能 + 电力基础设施</li>
<li><strong>XLU</strong> – 公用事业和稳定的电力需求</li>
<li><strong>URA</strong> – 核能曝光</li>
<li><strong>GRID</strong> – 电网现代化</li>
<li><strong>ACES</strong> – 清洁能源整合</li>
</ul>
<p>随着人工智能的加速采用，建设和供应电力基础设施的竞争可能成为最重要的事情之一。</p>
<hr/>
<p><em>本文由人工智能协助生成，并由 ETF.com 员工审核。</em></p>

公用事业 ETF - SPDR

ARTY

全球清洁能源 ETF - iShares

<p>人工智能（AI）的崛起正在显著影响能源行业，特别是随着超大规模数据中心对电力需求的增加。五只被强调为受益于这一趋势的 ETF 包括：Defiance AI & Power Infrastructure ETF（AIPO）、公用事业选择行业 SPDR 基金（XLU）、Global X 铀 ETF（URA）、First Trust 清洁边缘智能电网基础设施 ETF（GRID）和 ALPS 清洁能源 ETF（ACES）。这些基金专注于 AI 电力基础设施的各个方面，包括公用事业、核能、电网现代化和可再生能源，为投资者提供了利用日益增长的 AI 驱动电力解决方案需求的机会</p>

<p><strong>GE Vernova (GEV)</strong>, one of the key suppliers of power equipment and grid infrastructure, just delivered a breakout quarter that underscores how quickly AI is reshaping the energy landscape.</p>
<div class="lb-trans"><p><strong>GE Vernova (GEV)</strong>，作为电力设备和电网基础设施的主要供应商之一，刚刚交出了一个突破性的季度业绩，突显了人工智能如何迅速重塑能源格局。</p>
</div><p>Artificial intelligence is an energy story.</p>
<div class="lb-trans"><p>人工智能是一个能源故事。</p>
</div><p>As hyperscale data centers expand globally, the electricity required to power AI workloads is surging. That shift is creating a powerful second-order investment theme: the infrastructure behind AI power generation, electrification and grid modernization.</p>
<div class="lb-trans"><p>随着超大规模数据中心在全球范围内扩展，支持人工智能工作负载所需的电力正在激增。这一转变正在创造一个强大的二级投资主题：支持人工智能发电、电气化和电网现代化的基础设施。</p>
</div><p>For investors looking beyond semiconductors, a growing group of ETFs offers exposure to the companies enabling this transformation.</p>
<div class="lb-trans"><p>对于那些希望超越半导体的投资者来说，越来越多的 ETF 提供了对推动这一转型的公司的投资机会。</p>
</div><p>Below are five ETFs positioned to benefit from the AI-driven power demand boom.</p>
<div class="lb-trans"><p>以下是五只有望受益于人工智能驱动的电力需求激增的 ETF。</p>
</div><h2>ETF Snapshot: AI Power Demand Beneficiaries</h2>
<div class="lb-trans"><h2>ETF 快照：人工智能电力需求受益者</h2>
</div><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ETF</strong></td>
<td><strong>Ticker</strong></td>
<td><strong>Focus Area</strong></td>
<td><strong>Expense Ratio</strong></td>
</tr>
<tr>
<td>Defiance AI &amp; Power Infrastructure ETF</td>
<td><strong>AIPO</strong></td>
<td>AI + power infrastructure</td>
<td>0.69%</td>
</tr>
<tr>
<td>Utilities Select Sector SPDR Fund</td>
<td><strong>XLU</strong></td>
<td>U.S. utilities</td>
<td>0.08%</td>
</tr>
<tr>
<td>Global X Uranium ETF</td>
<td><strong>URA</strong></td>
<td>Nuclear energy</td>
<td>0.69%</td>
</tr>
<tr>
<td>First Trust Clean Edge Smart Grid Infrastructure ETF</td>
<td><strong>GRID</strong></td>
<td>Grid + electrification</td>
<td>0.56%</td>
</tr>
<tr>
<td>ALPS Clean Energy ETF</td>
<td><strong>ACES</strong></td>
<td>Renewable energy</td>
<td>0.55%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ETF</strong></td>
<td><strong>代码</strong></td>
<td><strong>关注领域</strong></td>
<td><strong>费用比率</strong></td>
</tr>
<tr>
<td>Defiance AI &amp; Power Infrastructure ETF</td>
<td><strong>AIPO</strong></td>
<td>人工智能 + 电力基础设施</td>
<td>0.69%</td>
</tr>
<tr>
<td>公用事业选择行业 SPDR 基金</td>
<td><strong>XLU</strong></td>
<td>美国公用事业</td>
<td>0.08%</td>
</tr>
<tr>
<td>Global X 铀 ETF</td>
<td><strong>URA</strong></td>
<td>核能</td>
<td>0.69%</td>
</tr>
<tr>
<td>First Trust Clean Edge 智能电网基础设施 ETF</td>
<td><strong>GRID</strong></td>
<td>电网 + 电气化</td>
<td>0.56%</td>
</tr>
<tr>
<td>ALPS 清洁能源 ETF</td>
<td><strong>ACES</strong></td>
<td>可再生能源</td>
<td>0.55%</td>
</tr>
</tbody>
</table>
</div><h2>Performance Snapshot</h2>
<div class="lb-trans"><h2>业绩快照</h2>
</div><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ETF</strong></td>
<td><strong>Ticker</strong></td>
<td><strong>YTD Return</strong></td>
<td><strong>1-Year</strong></td>
<td><strong>3-Year Annualized</strong></td>
</tr>
<tr>
<td>Defiance AI &amp; Power Infrastructure ETF</td>
<td><strong>AIPO</strong></td>
<td>31.19%</td>
<td>N/A (New Fund)</td>
<td>N/A (New Fund)</td>
</tr>
<tr>
<td>Utilities Select Sector SPDR Fund</td>
<td><strong>XLU</strong></td>
<td>6.02%</td>
<td>21.74%</td>
<td>12.27%</td>
</tr>
<tr>
<td>Global X Uranium ETF</td>
<td><strong>URA</strong></td>
<td>25.77%</td>
<td>151.03%</td>
<td>47.47%</td>
</tr>
<tr>
<td>First Trust Clean Edge Smart Grid Infrastructure ETF</td>
<td><strong>GRID</strong></td>
<td>18.16%</td>
<td>65.24%</td>
<td>24.29%</td>
</tr>
<tr>
<td>ALPS Clean Energy ETF</td>
<td><strong>ACES</strong></td>
<td>6.69%</td>
<td>63.99%</td>
<td>-6.59%</td>
</tr>
</tbody>
</table>
<div class="lb-trans"><table>
<thead>
<tr>
<th></th>
<th></th>
<th></th>
<th></th>
<th></th>
</tr>
</thead>
<tbody>
<tr>
<td><strong>ETF</strong></td>
<td><strong>代码</strong></td>
<td><strong>年初至今回报</strong></td>
<td><strong>1 年</strong></td>
<td><strong>3 年年化</strong></td>
</tr>
<tr>
<td>Defiance AI &amp; Power Infrastructure ETF</td>
<td><strong>AIPO</strong></td>
<td>31.19%</td>
<td>N/A (新基金)</td>
<td>N/A (新基金)</td>
</tr>
<tr>
<td>公用事业选择行业 SPDR 基金</td>
<td><strong>XLU</strong></td>
<td>6.02%</td>
<td>21.74%</td>
<td>12.27%</td>
</tr>
<tr>
<td>Global X 铀 ETF</td>
<td><strong>URA</strong></td>
<td>25.77%</td>
<td>151.03%</td>
<td>47.47%</td>
</tr>
<tr>
<td>First Trust Clean Edge 智能电网基础设施 ETF</td>
<td><strong>GRID</strong></td>
<td>18.16%</td>
<td>65.24%</td>
<td>24.29%</td>
</tr>
<tr>
<td>ALPS 清洁能源 ETF</td>
<td><strong>ACES</strong></td>
<td>6.69%</td>
<td>63.99%</td>
<td>-6.59%</td>
</tr>
</tbody>
</table>
</div><h2>Defiance AI &amp; Power Infrastructure ETF (AIPO)</h2>
<div class="lb-trans"><h2>Defiance AI &amp; Power Infrastructure ETF (AIPO)</h2>
</div><h3><strong>Best pure-play AI power infrastructure ETF</strong></h3>
<div class="lb-trans"><h3><strong>最佳纯粹人工智能电力基础设施 ETF</strong></h3>
</div><p>AIPO ETF is one of the most targeted ways to invest in the intersection of AI and energy.</p>
<div class="lb-trans"><p>AIPO ETF 是投资人工智能与能源交集的最直接方式之一。</p>
</div><p>The fund focuses on companies tied to:</p>
<div class="lb-trans"><p>该基金专注于与以下领域相关的公司：</p>
</div><ul>
<li>Electrical infrastructure</li>
<li>Power generation</li>
<li>Data center energy systems</li>
</ul>
<div class="lb-trans"><ul>
<li>电力基础设施</li>
<li>发电</li>
<li>数据中心能源系统</li>
</ul>
</div><p>As AI scales, the constraint is increasingly electricity. AIPO is built to capture that shift directly.</p>
<div class="lb-trans"><p>随着人工智能的扩展，电力的限制日益明显。AIPO 旨在直接捕捉这一转变。</p>
</div><h2>Utilities Select Sector SPDR Fund (XLU)</h2>
<div class="lb-trans"><h2>公用事业选择行业 SPDR 基金 (XLU)</h2>
</div><h3>Best broad utility exposure</h3>
<div class="lb-trans"><h3>最佳广泛公用事业曝光</h3>
</div><p>XLU ETF provides exposure to large U.S. utilities, many of which are becoming critical partners to hyperscale data centers.</p>
<div class="lb-trans"><p>XLU ETF 提供对大型美国公用事业公司的曝光，其中许多公司正成为超大规模数据中心的重要合作伙伴。</p>
</div><p>Key tailwinds:</p>
<div class="lb-trans"><p>主要推动因素：</p>
</div><ul>
<li>Long-term power purchase agreements with tech firms</li>
<li>Rising baseload demand</li>
<li>Accelerating grid investment</li>
</ul>
<div class="lb-trans"><ul>
<li>与科技公司签订的长期电力采购协议</li>
<li>基础负荷需求上升</li>
<li>电网投资加速</li>
</ul>
</div><p>For investors seeking lower volatility and income, XLU offers a more defensive way to play AI’s power needs.</p>
<div class="lb-trans"><p>对于寻求较低波动性和收入的投资者，XLU 提供了一种更具防御性的方式来满足人工智能的电力需求。</p>
</div><h2>Global X Uranium ETF (URA)</h2>
<div class="lb-trans"><h2>Global X 铀 ETF (URA)</h2>
</div><h3>Best nuclear energy play</h3>
<div class="lb-trans"><h3>最佳核能投资</h3>
</div><p>URA ETF provides exposure to uranium miners and nuclear fuel supply chains.</p>
<div class="lb-trans"><p>URA ETF 提供对铀矿商和核燃料供应链的曝光。</p>
</div><p>Nuclear energy is gaining renewed attention because it offers:</p>
<div class="lb-trans"><p>核能正受到重新关注，因为它提供：</p>
</div><ul>
<li>24/7 baseload power</li>
<li>Carbon-free generation</li>
<li>Scalability for AI data centers</li>
</ul>
<div class="lb-trans"><ul>
<li>24/7 基础负荷电力</li>
<li>无碳发电</li>
<li>可扩展性以满足人工智能数据中心的需求</li>
</ul>
</div><p>As AI demand accelerates, nuclear is increasingly viewed as a critical long-term solution.</p>
<div class="lb-trans"><p>随着人工智能需求的加速，核能越来越被视为一个关键的长期解决方案。</p>
</div><h2>First Trust Clean Edge Smart Grid Infrastructure ETF (GRID)</h2>
<div class="lb-trans"><h2>First Trust Clean Edge 智能电网基础设施 ETF (GRID)</h2>
</div><h3>Best grid modernization ETF</h3>
<div class="lb-trans"><h3>最佳电网现代化 ETF</h3>
</div><p>GRID ETF focuses on the transmission and distribution side of the equation.</p>
<div class="lb-trans"><p>GRID ETF 专注于电力传输和分配方面。</p>
</div><p>AI growth requires not just more power—but better delivery systems</p>
<div class="lb-trans"><p>人工智能的增长不仅需要更多的电力——还需要更好的交付系统。</p>
</div><p>The fund includes companies involved in:</p>
<div class="lb-trans"><p>该基金包括参与以下领域的公司：</p>
</div><ul>
<li>Smart grid technology</li>
<li>Grid equipment and components</li>
<li>Electrification infrastructure</li>
</ul>
<div class="lb-trans"><ul>
<li>智能电网技术</li>
<li>电网设备和组件</li>
<li>电气化基础设施</li>
</ul>
</div><p>This makes it a direct beneficiary of rising capital expenditures across global power networks.</p>
<div class="lb-trans"><p>这使其成为全球电力网络资本支出上升的直接受益者。</p>
</div><h2>ALPS Clean Energy ETF (ACES)</h2>
<div class="lb-trans"><h2>ALPS 清洁能源 ETF (ACES)</h2>
</div><h3>Best clean energy + AI convergence play</h3>
<div class="lb-trans"><h3>最佳清洁能源 + 人工智能融合投资</h3>
</div><p>ACES ETF offers exposure to renewable energy companies increasingly tied to data center growth.</p>
<div class="lb-trans"><p>ACES ETF 提供对与数据中心增长日益相关的可再生能源公司的曝光。</p>
</div><p>Hyperscalers are prioritizing:</p>
<div class="lb-trans"><p>超大规模公司优先考虑：</p>
</div><ul>
<li>Carbon-neutral AI operations</li>
<li>Co-located renewable energy</li>
<li>Battery storage integration</li>
</ul>
<div class="lb-trans"><ul>
<li>碳中和的人工智能运营</li>
<li>共同部署的可再生能源</li>
<li>电池存储整合</li>
</ul>
</div><p>This trend is helping support demand across the clean energy ecosystem.</p>
<div class="lb-trans"><p>这一趋势正在帮助支持清洁能源生态系统的需求。</p>
</div><h2>The Bigger Theme: AI’s Infrastructure Trade</h2>
<div class="lb-trans"><h2>更大的主题：人工智能的基础设施交易</h2>
</div><p>The first phase of AI investing centered on semiconductors and cloud computing.</p>
<div class="lb-trans"><p>人工智能投资的第一阶段集中在半导体和云计算上。</p>
</div><p>The next phase is about powering that intelligence.</p>
<div class="lb-trans"><p>下一阶段是为这种智能提供电力。</p>
</div><p>We’re seeing a shift toward:</p>
<div class="lb-trans"><p>我们看到向以下方向的转变：</p>
</div><ul>
<li>Utilities as long-term AI enablers</li>
<li>Nuclear as a baseload solution</li>
<li>Grid infrastructure as a bottleneck</li>
<li>Renewables as a sustainability layer</li>
</ul>
<div class="lb-trans"><ul>
<li>公用事业作为长期人工智能的推动者</li>
<li>核能作为基础负荷解决方案</li>
<li>电网基础设施作为瓶颈</li>
<li>可再生能源作为可持续性层</li>
</ul>
</div><p>Together, these trends form what could be the next major leg of AI-driven investing.</p>
<div class="lb-trans"><p>这些趋势共同构成了人工智能驱动投资的下一个主要阶段。</p>
</div><p>AI doesn’t scale without electricity.</p>
<div class="lb-trans"><p>没有电力，人工智能无法扩展。</p>
</div><p>These ETFs provide diversified exposure across the ecosystem required to power the next generation of technology:</p>
<div class="lb-trans"><p>这些 ETF 提供了对支持下一代技术所需生态系统的多元化曝光：</p>
</div><ul>
<li><strong>AIPO</strong> – targeted AI + power infrastructure</li>
<li><strong>XLU</strong> – utilities and stable power demand</li>
<li><strong>URA</strong> – nuclear energy exposure</li>
<li><strong>GRID</strong> – grid modernization</li>
<li><strong>ACES</strong> – clean energy integration</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>AIPO</strong> – 针对人工智能 + 电力基础设施</li>
<li><strong>XLU</strong> – 公用事业和稳定的电力需求</li>
<li><strong>URA</strong> – 核能曝光</li>
<li><strong>GRID</strong> – 电网现代化</li>
<li><strong>ACES</strong> – 清洁能源整合</li>
</ul>
</div><p>As AI adoption accelerates, the race to build and supply power infrastructure may become one of the most important.</p>
<div class="lb-trans"><p>随着人工智能的加速采用，建设和供应电力基础设施的竞争可能成为最重要的事情之一。</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p><em>This article was generated with the assistance of artificial intelligence and reviewed by ETF.com staff.</em></p>
<div class="lb-trans"><p><em>本文由人工智能协助生成，并由 ETF.com 员工审核。</em></p>
</div>

受益于人工智能电力需求激增的前五大 ETF