中国电力结构“新算力逻辑”下的ST宝实重组

中国日报网
Nov 05, 2025

11月3日,微软CEO萨提亚·纳德拉(SatyaNadella)在与OpenAICEO山姆·奥特曼(SamAltman)联合采访时表示,人工智能行业目前最大的问题不是算力过剩,而是电力不足。这番话引发全球能源界与半导体圈的共鸣。事实上,电力正成为AI产业扩张最隐蔽、但也最刚性的瓶颈。中国的“东数西算” 用电大国的战略机遇如果说大洋彼岸的难题是“电不够”,中国的优势在于“电够且价格稳定”。...

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