9日净流入超6.54亿元，电网设备ETF（159326）规模再创新高，特高压含量全市场第一

Core Insights - The A-share market experienced a collective pullback on December 10, with the only electric grid equipment ETF (159326) narrowing its decline to 0.9% by 11:13 AM, achieving a transaction volume of 135 million yuan [1] - The electric grid equipment ETF has seen a continuous net inflow of funds for nine consecutive trading days, totaling 654 million yuan, with its latest scale reaching 2.585 billion yuan, marking a new high since its inception [1] - Citigroup recently released a report indicating that the rapid expansion of AI data centers and the acceleration of global electrification will lead to a significant increase in global electricity demand, potentially making electricity supply the core bottleneck for the accelerated expansion of AI data centers and global AI technology development [1] - Transformers and large-scale energy storage systems are identified as critical bottleneck assets in this context [1] - The electric grid equipment ETF tracks the CSI Electric Grid Equipment Theme Index, with a strong representation in sectors such as power transmission and transformation equipment, grid automation equipment, cable components, communication cables, and distribution equipment, with a high weight of 65% in ultra-high voltage [1]