3分钟，直线涨停！美国，突传大消息！整个板块，集体带飞！

Core Viewpoint - The high-voltage transmission sector is experiencing a significant surge, driven by recent approvals for major transmission expansion projects in the U.S. and advancements in AI technology that increase electricity demand [1][4]. Group 1: Market Performance - The high-voltage transmission sector index turned from decline to a rise of 4% in early trading, with 12 stocks reaching a涨停 (limit up) or exceeding a 10% increase [2][3]. - Specific stocks such as 川润股份, 积成电子, and 汉缆股份 saw rapid increases, with 通光线缆 hitting a 20%涨停 within 21 minutes of market opening [1][2]. Group 2: U.S. Transmission Projects - U.S. regional grid operators have been approved for a total of $75 billion in transmission expansion projects, focusing on the construction of 765 kV ultra-high voltage lines, marking the largest and most capable power lines in U.S. history [3]. Group 3: AI and Electricity Demand - During MWC26 in Barcelona, Huawei's ICT BG CEO highlighted that AI is accelerating, with global daily token consumption increasing nearly 300 times over the past two years, indicating a surge in electricity demand [4]. - The rise of AI technologies is expected to create unprecedented opportunities in the mobile industry, necessitating enhanced network capabilities to support increased electricity consumption [4]. Group 4: Global Market Conditions - Current global market conditions show a liquidity shock, with significant declines in major indices, while oil and the U.S. dollar have seen increases [5]. - The volatility in non-U.S. markets, particularly in Asia and Europe, is noteworthy, as these regions are exposed to risks related to geopolitical tensions and oil supply disruptions [5][6].