近20日吸金超16亿元，电网设备ETF（159326）规模创历史新高

Group 1 - The A-share market showed mixed performance on December 29, with the only electric grid equipment ETF (159326) declining by 0.53% and achieving a trading volume of 1.67 billion yuan, while stocks like Zhiguang Electric and Huijin Tong saw gains [1] - The electric grid equipment ETF has attracted significant capital recently, with over 1.632 billion yuan in inflows over the past 20 days, reaching a new high of nearly 4 billion yuan as of December 26 [1] - Nvidia is leading a revolution in power supply architecture for global data centers by shifting from traditional AC power to 800V DC power, preparing for ultra-high-density computing environments with a single cabinet power density of 1 MW [1] Group 2 - The global consensus is that AI's explosive demand for computing power is leading to electricity shortages in data centers, with major tech companies like Microsoft and Nvidia acknowledging that power is a bottleneck for AI [2] - Goldman Sachs estimates that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion USD over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [2] - The electric grid equipment ETF (159326) tracks the only index focused on electric grid equipment, with a strong representation in sectors such as transmission and transformation equipment, grid automation, and distribution equipment, where smart grid and ultra-high voltage components have the highest market weights [2]