AIDC电力设备/电网产业链周度跟踪(8月第2周)

国信证券
Aug 10

【AIDC电力设备】近日北美四大云服务厂商发布第二季度财报,当季度合计资本开支达到950亿美元,同比+66%,环比+24%;四家公司全年资本开支有望超过3500亿美元,同比增长约46%。AI投资维持增长趋势,国内外数据中心建设需求旺盛,利好AIDC电力设备产业链相关标的。参考IEA预测,我们预计2025-2030年全球新增AI算力负载为9.7/15.9/20.2/22.3/23.4/24.6GW。...

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