3月18日，电力设备股涨幅居前，哈尔滨电气涨近11%，东方电气、威胜控股、金风科技涨超8%，潍柴动力涨超4%
消息面上，东吴证券指出，AI算力爆发推动全球数据中心建设提速，燃气轮机因建设速度快、发电稳定成为数据中心供电核心解决方案。根据智研咨询数据，仅2024-2027年间，AI数据中心用电需求的激增就将为燃气轮机市场创造约578亿美元的增量空间，为燃气轮机产业发展提供强劲支撑。此外，“双碳”目标下，燃气轮机作为高效率、低排放的清洁能源装备，亦成为替代煤电、配合风电光伏调峰的关键，国内装机量持续增长。
华鑫证券表示，Agent应用爆发将显著提升推理算力需求，带动AI服务器与国产算力产业链景气上行，并加速高功率密度AIDC建设，同时推动变压器、UPS、电源及储能等电力设备需求增长。总体来看，OpenClaw有望形成“应用增长-Token需求提升-算力扩张-IDC建设-电力基础设施升级”的产业传导路径，建议关注建议重点关注国产算力、IDC/AIDC以及相关电力设备行业的中长期投资机会。
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