A股电力设备板块爆发国庆假期后第一天，A股电力设备、电工电网等板块集体走强。截至收盘，上海电气、融发核电、特变电工等涨停，中国西电、平高电气等纷纷红盘。实际上，在此次假期期间，港股电力设备板块已有所表现。行业分析师普遍认为，随着能源结构转型和电力需求持续增长，全球已进入电力设备需求上行周期。目前，风电、光伏等新能源并网项目持续积累，推动电网配套投资有序增长。AI技术的飞速发展，也驱动数据中心对能源...
Source LinkA股电力设备板块爆发国庆假期后第一天，A股电力设备、电工电网等板块集体走强。截至收盘，上海电气、融发核电、特变电工等涨停，中国西电、平高电气等纷纷红盘。实际上，在此次假期期间，港股电力设备板块已有所表现。行业分析师普遍认为，随着能源结构转型和电力需求持续增长，全球已进入电力设备需求上行周期。目前，风电、光伏等新能源并网项目持续积累，推动电网配套投资有序增长。AI技术的飞速发展，也驱动数据中心对能源...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.