AI应用爆发，电网设备ETF（159326）规模再创新高，机构：AI电力需求依然紧缺

Group 1 - The A-share market showed mixed performance on January 12, with the Shanghai Composite Index reaching a nearly 10-year high, while the ChiNext Index experienced a notable decline. The AI application sector saw a significant surge, with concepts like virtual humans, DeepSeek, AIGC, and intelligent agents collectively rising [1] - The only electric grid equipment ETF (159326) in the market experienced a slight decline of 0.44% with a trading volume of 215 million yuan. Key holdings such as China Xidian surged over 7%, along with other stocks like Baosheng Co., Sanhui Electric, Tongguang Cable, and McCaw [1] - The electric grid equipment ETF (159326) has seen a net inflow of over 200 million yuan this year, reaching a new high of 4.353 billion yuan, making it the largest power-related ETF in the market [1] Group 2 - The global data center power shortage has become a consensus, with tech giants like Microsoft and Nvidia acknowledging that power is a bottleneck for AI. Coupled with aging power grids in Europe and the U.S., Goldman Sachs estimates that investments in global digital infrastructure and energy systems driven by AI will reach 5 trillion dollars over the next decade, with electric grid equipment being a direct beneficiary of this investment wave [1] - CITIC Securities predicts that global investment in power grids will exceed 400 billion dollars, indicating sustained high demand. AI is expected to significantly drive global electricity demand growth, leading to a marked increase in the demand for supporting electrical equipment [1]