高盛客户看好AI＋能源领域，电网设备（159326）规模创历史新高，炬华科技等股开盘直线涨停

Group 1 - The electric grid equipment ETF (159326) has seen continuous net inflows for 11 days, accumulating over 1.3 billion yuan, reaching a historical high of 1.772 billion yuan [1] - The ETF is the only one tracking the China Securities Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, and distribution equipment [2] - The ETF's top ten holdings include industry leaders like Guodian NARI, TBEA, and Siyuan Electric, with a significant weight of 64% in ultra-high voltage [2] Group 2 - There is a growing interest among high-net-worth individuals in investment opportunities related to AI in the energy and healthcare sectors, as discussed at a Goldman Sachs private wealth management meeting [1] - The shortage of electricity in North America may lead to a backlog of chips, creating a dilemma for technology companies regarding long-term power contracts versus potential losses from breakthroughs in renewable energy technology [1] - The electric equipment export opportunities are worth noting, especially as the short-term development of AI in North America is constrained by insufficient power supply [1]