高盛、大摩力推HALO交易！绿电ETF(562550)涨1.74%，电网设备ETF(159326)年内“吸金”151亿元，居ETF市场第一

Group 1 - HALO assets are leading the market with significant gains across sectors such as non-ferrous metals, mining, steel, and electricity, with the green electricity ETF (562550) rising by 1.74% [1] - The electric grid equipment ETF (159326) saw a net subscription of 19.5 million shares, with an estimated net inflow of 418 million yuan, marking five consecutive days of net subscriptions and a total inflow of 15.115 billion yuan year-to-date, making it the top performer in the ETF market [1] - Goldman Sachs and Morgan Stanley both express optimism about HALO trades, highlighting that capital is flowing into "heavy asset, low obsolescence" entities such as electric grids, pipelines, public utilities, transportation infrastructure, and key industrial capacities [1] Group 2 - The electric grid equipment ETF (159326) has a high weight of 66.28% in ultra-high voltage, 55% in smart grid, and 14% in controllable nuclear fusion, with its latest scale surpassing 20 billion yuan [2] - Key stocks in the electric grid equipment ETF include State Grid NARI (a leader in domestic smart grids), TBEA (a core supplier of ultra-high voltage equipment globally), and Sifang Electric (involved in power equipment R&D and manufacturing) [2] - The green electricity ETF (562550) features core stocks such as Yangtze Power (the largest hydropower operator in China) and Three Gorges Energy (the largest renewable energy operator in China) [2]