ETF日报：当前电网领域呈现内外需求共振格局 关注电网ETF

Market Overview - The A-share market experienced narrow fluctuations, with the Shanghai Composite Index closing up 0.05% at 4134.02 points, while the Shenzhen Component Index rose by 0.86%, the ChiNext Index by 1.32%, and the STAR Market Index by 1.56% [1][8] - Overall trading sentiment was subdued ahead of the Spring Festival, with a total trading volume of 2.16 trillion yuan, slightly up from 2 trillion yuan the previous trading day [1][8] - There was a divergence in individual stock performance, with over 3200 stocks declining, while sectors such as artificial intelligence, computing power, and electric grid saw gains [1][8] Artificial Intelligence Sector - The AI sector continued to strengthen, with the Guotai AI ETF (159388) and the STAR Market AI ETF (589110) both rising by 3.97% [3][10] - Major developments included the launch of new AI models and significant price adjustments for existing services, indicating a shift towards commercial viability in the AI market [3][10] - The introduction of the GLM-5 model and the "director-level" video AI Seedance2.0 showcased advancements in AI capabilities, enhancing user experience and market expectations [3][10][11] Electric Grid Sector - The electric grid sector saw significant gains driven by favorable policy announcements, including the State Council's implementation plan for a unified national electricity market by 2030 [6][14] - The plan aims for market-based transactions to account for 70% of total electricity consumption by 2030, with further improvements expected by 2035 [6][14] - The sector is experiencing a dual demand boost from both domestic infrastructure projects and international market needs, particularly in data center construction and AI computing power [6][14] Investment Opportunities - Investors are encouraged to monitor the Guotai AI ETFs (589110, 159388) and the electric grid ETF (561380) as potential investment opportunities due to the ongoing developments in AI and electric grid sectors [5][14]