Ge Long Hui·2025-11-07 02:31Core Insights - The only ETF tracking power grid equipment (159326) has seen a continuous increase, rising by 1.53% today, with an estimated net subscription of 96 million in funds during the trading session [1] - From October 27 to November 6, the ETF has recorded nine consecutive days of net subscriptions, totaling 1.114 billion in net inflow, bringing its latest scale to 1.578 billion, marking an elevenfold increase in size over the past month [1] - Goldman Sachs predicts that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion over the next decade, with power grid equipment being a direct beneficiary of this investment wave [1] Product Performance - As of the report, the power grid equipment ETF (159326) has a weight of over 60% in ultra-high voltage and more than 19% in controllable nuclear fusion [2] - Key stocks in the ETF include State Grid NARI (a leader in smart grid technology), TBEA (a core supplier of global ultra-high voltage equipment), and Siyuan Electric (involved in power equipment research and manufacturing) [2]