11月6日,电力设备股继续走强,闽东电力3连板,乐山电力涨超8%,西昌电力、大唐发电、上海电力、华银电力等跟涨。近期,电力设备板块在A股市场表现持续活跃。电网投资持续加码,输配电设备频繁招标,多家公司手持稳定订单。海外电力基础设施也在加快升级,电力设备企业在海外市场增长空间有望进一步拓宽。随着人工智能(AI)算力需求指数级增长,全球数据中心面临“电力瓶颈”,供电架构革新推动部分企业加快布局固态...
Source Link11月6日,电力设备股继续走强,闽东电力3连板,乐山电力涨超8%,西昌电力、大唐发电、上海电力、华银电力等跟涨。近期,电力设备板块在A股市场表现持续活跃。电网投资持续加码,输配电设备频繁招标,多家公司手持稳定订单。海外电力基础设施也在加快升级,电力设备企业在海外市场增长空间有望进一步拓宽。随着人工智能(AI)算力需求指数级增长,全球数据中心面临“电力瓶颈”,供电架构革新推动部分企业加快布局固态...
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