资金午后加速流入电网设备ETF(159326)！大摩、高盛齐喊：电力改变AI竞赛格局！

Group 1 - The core viewpoint of the articles highlights a significant shift in the A-share market, characterized by a "technology pullback and bank stocks leading the rise," with the bank ETF increasing by 0.78% and a notable net inflow into the power grid equipment ETF, which turned from net redemption to an estimated net subscription of 48 million yuan [1] - Goldman Sachs' report indicates an impending electricity supply crisis in the U.S. due to explosive growth in AI's demand for computing power, predicting that by 2030, the "effective reserve power capacity" in the U.S. will fall below the critical industry line of 15% [1] - Morgan Stanley's latest report also points out that the construction of AI data centers is causing a surge in electricity demand in the U.S., with an anticipated power shortfall of up to 44 gigawatts (GW) by 2028, which is interpreted as favorable for "AI + energy storage" and "AI + power equipment" sectors [1] Group 2 - The power grid equipment ETF (159326) has a weight of over 60% in ultra-high voltage and more than 19% in controllable nuclear fusion, experiencing a decline of 2.02%. Over the past 20 days, it has seen a total net inflow of 1.455 billion yuan, making it the only ETF tracking the China Securities Power Grid Equipment Theme Index [2] - The bank ETF fund (515020) has increased by 0.78%, with a total net inflow of 380 million yuan over the past 20 days. Its constituent stocks include major state-owned banks, joint-stock banks, and city commercial banks, effectively diversifying the risk of individual bank stocks [2]