AI爆发，电网设备ETF（159326）规模连创新高，高盛：电网设备将迎来十年最大牛市

Core Viewpoint - The electric grid equipment sector in the A-share market has gained significant attention from investors, with a notable inflow of funds and a strong performance of the related ETF [1] Group 1: Market Performance - On October 31, the three major A-share indices opened with slight fluctuations, while the electric grid equipment sector initially rose before experiencing a minor pullback [1] - The only electric grid equipment ETF (159326) recorded a slight increase of 0.07% with a trading volume of 66.06 million yuan as of 10:19 [1] - The electric grid equipment ETF has seen a net inflow of over 341 million yuan since October, reaching a new high of 476 million yuan in total assets [1] Group 2: Investment Outlook - Goldman Sachs predicts that investments in global digital infrastructure and energy systems driven by AI will reach up to 5 trillion dollars over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [1] Group 3: ETF Composition - The electric grid equipment ETF (159326) is the only ETF tracking the China Securities Electric Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [1] - The weight of ultra-high voltage equipment in the ETF is as high as 63%, the highest in the market, and the top ten holdings include industry leaders such as Guodian NARI, TBEA, Sifang Electric, and Trina Solar [1]