AI算力缺电持续发酵，电网设备ETF（159326）连续12日净流入，规模再创新高

Group 1 - The A-share market saw a collective decline in its three major indices on January 26, while the power grid equipment sector experienced an increase, with the only power grid equipment ETF (159326) rising by 0.56% and achieving a trading volume of 1.398 billion yuan [1] - The power grid equipment ETF has attracted significant capital inflow, with a total of over 11.887 billion yuan in net inflows over the past 12 trading days, reaching a new high of 16.761 billion yuan in total assets, making it the largest power-related ETF in the market [1] - Elon Musk highlighted the exponential growth in AI chip production but noted that insufficient power supply is limiting the efficiency of AI data centers, while praising China's remarkable growth in electricity supply and solar industry development [1] Group 2 - The power grid equipment 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, and distribution equipment, featuring a high weighting of 88% in smart grid and 65% in ultra-high voltage [2] - The green power ETF (562550) is the largest in its category, tracking the CSI Green Power Index, which includes clean energy companies as well as transitional samples from thermal and nuclear power [2]