午后拉升，电网设备ETF（159326）翻红，良信股份涨停

Group 1 - The core viewpoint of the news highlights a significant surge in the new energy sector, particularly in the electric grid equipment ETF (159326), which has seen a strong increase in trading volume and stock prices of its holdings [1][2] - As of November 6, the electric grid equipment ETF has experienced a net inflow of 1.114 billion yuan over nine consecutive trading days, reaching a total scale of 1.578 billion yuan, marking a record high since its inception [1] - The report from Goldman Sachs indicates that global electricity demand for data centers is expected to surge by 160% by 2030, posing a challenge for AI development due to power supply constraints [1] Group 2 - The electric grid equipment ETF (159326) is the only ETF tracking the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, and cable components [2] - The holdings in the ETF have a high concentration in ultra-high voltage equipment, accounting for 64% of the total weight, which is the highest in the market [2]