高盛,强烈看多

北大纵横
Oct 23, 2025

作者 |安娜来源 |米筐投资2277字 阅读时间4分钟高盛近期发布了一份研究报告,提到释放人工潜力的最关键障碍并非资本,而是电力。什么意思?这意味着,电力可能成为世界经济发展、产业博弈过程中,继芯片、稀土之外的另一个关键领域。并且,高盛进一步做出推断,到2027年全球的数据中心电力需求将会增长50%。其中60%的增长需要通过新增产能满足;而到了2030年,也就是5年后,数据中心的电力需求增长...

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