AI算力耗电暴增，电网设备ETF（159326）持续获资金流入，规模创历史新高

Group 1 - The A-share market experienced fluctuations on December 26, with the new energy sector showing strong performance, while the only ETF tracking power grid equipment (159326) saw a slight decline of 0.39% and a trading volume of 224 million yuan [1] - The power grid equipment ETF has attracted significant capital, accumulating over 1.574 billion yuan in December alone, reaching a new high of 3.813 billion yuan in total assets [1] - High demand for electricity due to the explosion of AI computing power has led to a consensus on the global data center's electricity shortage, with major tech companies like Microsoft and Nvidia highlighting electricity as a bottleneck [1] Group 2 - Goldman Sachs predicts that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion dollars over the next decade, with power grid equipment being a direct beneficiary of this investment wave [1] - Huatai Securities indicates that the export logic for primary equipment, represented by transformers, remains strong, with high-speed growth in orders and revenue for both main and distribution networks [1] - The ETF tracking the power grid equipment theme has a strong representation in the industry, with 88% weight in smart grid and 65% weight in ultra-high voltage, the highest in the market [2]