Mei Ri Jing Ji Xin Wen·2025-11-26 06:08Group 1 - The core viewpoint of the news highlights the active performance of the electric grid equipment sector, driven by significant infrastructure demands stemming from the AI wave, with the only electric grid equipment ETF (159326) showing a slight increase of 0.22% and a trading volume of 1.48 billion yuan [1][3] - The AI infrastructure investments are substantial, with OpenAI planning a $1.4 trillion infrastructure project and Anthropic, supported by Amazon, proposing to invest $50 billion in AI infrastructure in the U.S., particularly focusing on power supply [1] - A report from Western Securities indicates that most industries in the AI supply chain, except for the internet and high-end chips, rely on external imports due to the hollowing out of U.S. industries, which may lead to increased industrial demand for data centers penetrating into China [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 transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [2] - The index has a high weight of 64% in ultra-high voltage, the highest in the market, and includes leading companies such as Guodian NARI, TBEA, Siyuan Electric, and Trina Solar among its top ten holdings [2]