The electric power sector is experiencing a global surge in activity, with related sectors in Hong Kong and US stocks continuing to strengthen. Explosive growth in AI infrastructure has become the core driver: according to warnings from the International Energy Agency, by 2026, global data center electricity consumption could exceed 800 terawatt-hours, with AI workloads accounting for over 60%, and this figure is expected to surpass 1,000 terawatt-hours by 2030. To support the expansion of computing power, tech giants such as Microsoft and Meta are ramping up investments in electricity, while Elon Musk's xAI has even directly purchased gas turbines, igniting demand across the entire chain from power equipment to energy storage. Meanwhile, North America’s power supply gap continues to widen, and looking ahead, electricity is now widely regarded as a core strategic asset in the AI race. Can the sector’s high level of activity continue? Under AI-driven dynamics, which will emerge as the key investment theme—power equipment or energy storage? How much upside potential remains for leading power companies in the Hong Kong and US markets? Share your insights!