AI算力狂飙，引发全球电力短缺，电网设备ETF（159326）获资金疯狂抢筹

Group 1 - The A-share market showed mixed performance on January 28, with the ChiNext index declining, while the only electric grid equipment ETF (159326) saw a slight increase of 0.11% and a trading volume of 7.26 billion yuan, with stocks like Zhiguang Electric and Far East Holdings hitting the daily limit [1] - The electric grid equipment ETF has experienced net inflows for 14 consecutive trading days, accumulating over 12.7 billion yuan, and its latest scale reached 17.46 billion yuan, making it the largest power-related ETF in the market [1] - The demand for electric grid equipment remains high due to ongoing reforms in the domestic power system and accelerated construction of ultra-high voltage and main grid projects, as noted by Zhongyin Securities [1] Group 2 - AI computing power is driving a new wave of upgrades in the electric grid, with the electric grid equipment ETF tracking the China Electric Grid Equipment Theme Index, primarily composed of power transmission and transformation equipment, grid automation devices, and other related sectors [2] - The smart grid has a high weight of 88% in the index, while ultra-high voltage accounts for 65%, both being the highest in the market [2] - National-level computing centers are required to use over 80% green electricity, positioning green energy as a core support for the AI industry's energy needs [2]