全市场规模最大，电网设备ETF（159326）三连涨，AI算力爆发支撑中长期逻辑

Group 1 - The A-share market showed mixed performance on February 10, with the ChiNext index experiencing a slight pullback while the power grid equipment sector performed strongly [1] - The only power grid equipment ETF (159326) rose by 1.06%, with a trading volume of 837 million yuan, and leading stocks included Hengtong Optic-Electric, Sifang Co., Zhongtian Technology, and others [1] - Domestic investment in power grids is increasing, with the State Grid's "14th Five-Year" fixed asset investment plan reaching 4 trillion yuan, a 40% increase from the previous plan, coinciding with a global surge in AI computing power and data center electricity demand [1] Group 2 - The power grid equipment ETF (159326) has become a core tool for investing in the sector, with its latest scale exceeding 17.5 billion yuan, having tripled this year and attracting over 12.4 billion yuan in capital [2] - The ETF's constituent stocks cover key areas such as transmission and transformation equipment and grid automation, with the highest weightings in smart grids and ultra-high voltage [2] - This ETF allows investors to effectively manage individual stock volatility risks while capturing the high prosperity dividends of the sector [2]