智通财经APP获悉，双登股份(06960)涨超6%，截至发稿，涨6.38%，报21.68港元，成交额3665.54万港元。
消息面上，在10.13-16日举办的OCP大会上，英伟达发布800 VDC架构白皮书，其中明确AIDC配储的必要性以及下一代配电方案。华泰证券认为，储能方面强调AIDC需要配储，符合该行对于AIDC驱动储能需求的判断，该行认为AIDC将成为未来全球储能需求增长的重要增量场景之一。
据悉，双登股份为AIDC储能核心标的，服务阿里巴巴、京东、百度、万国数据、秦淮数据等头部互联网及数据中心运营商，并已成为阿里巴巴在数据中心储能方面的主力供应商。双登股份相关负责人此前称，若AIDC能耗增长10倍，则意味着备电需求也大致增长10倍。更重要的是，随着绿电+储能模式在数据中心逐步推广，储能系统的规模将远高于传统备电场景，有望为公司打开更广阔的发展空间。
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