智通财经APP获悉，重庆机电(02722)涨超8%，高见2.04港元刷新年内新高，年初至今股价已累涨逾1.6倍。截至发稿，涨8.02%，报2.02港元，成交额4711.65万港元。
消息面上，OpenAI据悉已签署一项协议，将在大约五年内向甲骨文购买价值3000亿美元的算力。此外，9月10日，中国信通院云计算与大数据研究所在2025年开放数据中心大会上正式发布《算力经济发展研究报告（2025年）》。报告指出2025年中国智能算力规模将达到1037.3EFLOPS，预计到2028年将达到2781.9EFLOPS。
浙商证券指出，柴油发电机组是数据中心电力系统建设必备的备用电源。随着全球AI算力中心建设加速，高性能、高可靠性柴发机组的需求迎来爆发式增长。国元国际指出，公司主业盈利能力稳健提升，大马力发动机持续高景气。公司上半年营业总额约46.58亿元(人民币，下同)，同比增长9.2%；公司毛利同比上升约10.4%。叠加重庆康明斯和日立能源在大马力发动机和特高压行业的经营红利，公司股东应占利润达4.16亿元，同比增长53.8%。
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