
The explosion of AI computing power is profoundly reshaping the structure of electricity demand, and the electric power ETF Invesco (159158) is hitting a 7-day consecutive rise

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As of March 12, 2026, the electric power ETF Invesco (159158) rose by 1.07%, achieving a 7-day consecutive increase. Component stocks Datang Power and GD ELECTRICITY hit the daily limit, while CECWPC rose by 4.96%. In terms of policy, the power system is developing towards intelligence, and "computing and electricity synergy" has been included in the government work report, marking the integration of electricity and computing power. IDC predicts that by 2030, electricity consumption by data centers will account for 3%-5.3% of total electricity consumption in society. Huachuang Securities pointed out that "computing and electricity synergy" will give rise to new practical models

