规模突破38亿元，电网设备ETF(159326)连续5天净流入

Group 1 - The A-share market saw a low opening but recovered, with the power grid equipment sector experiencing a unique adjustment, as the only power grid equipment ETF (159326) fell by 0.47% despite a trading volume exceeding 300 million yuan [1] - The power grid equipment ETF (159326) has seen a net inflow of funds for five consecutive trading days, accumulating over 670 million yuan, with its latest scale surpassing 3.8 billion yuan [1] - A recent report from Goldman Sachs highlighted that electricity supply is a significant barrier to AI development, predicting a 160% increase in global data center electricity demand by 2030, which will drive the need for upgraded power grid infrastructure [1] Group 2 - The ETF (159326) tracks the CSI Power Grid Equipment Theme Index, with a strong representation in sectors such as transmission and transformation equipment, grid automation equipment, cable components, and distribution equipment [1] - The weight of ultra-high voltage equipment in the index is notably high at 65%, the highest in the market, indicating a strong focus on this segment [1] - CITIC Securities forecasts that global investment in power grids will exceed 400 billion USD, suggesting sustained high demand in the sector driven by AI-related electricity needs [1]