智通财经APP获悉，威胜控股(03393)早盘涨超6%，高见15.27港元，再创历史新高。截至发稿，涨6.61%，报15.32港元，成交额1993.24万港元。
消息面上，微软CEO萨提亚·纳德拉在与OpenAI CEO萨姆·奥特曼日前共同接受采访时表示，当前人工智能行业面临的问题并非算力过剩，而是缺乏足够的电力来支撑所有GPU运行。据悉，面对负荷不断增长的巨大压力，当前北美电源电网难以应对。
中泰证券发布研报称，自FY24起，数据中心客户推动威胜控股的智能配电业务扩大。例如，公司与西门子及万国数据合作，当中包括后者辖下位于新加坡的海外联营公司DayOne，其25Q2用电量为213MW，同比上升110.9%，环比增长49.0%。今年上半年马来西亚新山市工厂投产，料将助力威胜控股的海外智能配电业务进一步扩张。此工厂开幕庆典期间，公司更与DayOne签署战略合作协议，就数据中心领域展开深度协同。
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