3月5日，电力设备股普涨，哈尔滨电气、东方电气涨超9%，潍柴动力涨超7%
消息面上，3月4日，亚马逊、谷歌、Meta、微软、xAI、甲骨文和OpenAI等七大科技巨头将齐聚白宫，正式签署特朗普在国情咨文中宣布的“电费缴纳者保护承诺”。这标志着AI用电问题已从行业内部的技术焦虑上升为国家层面的政策议程。
东吴证券发布研报称，AI算力爆发，美国电力供应缺口扩大，电源需求大增，CSP厂商下场自建电源，首选燃气轮机、其次为光储，中国企业将受益于美国电源建设高景气。重点推荐燃气轮机整机核心标的东方电气，并关注海联讯、哈尔滨电气、上海电气等。
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