中国电力的超级周期来了

国际能源网
Nov 28, 2025

微信公众号/国际能源网中国电力的超级周期来了——从“AI吃电”到“全球定价权”,未来十年最硬核的中国故事!当英伟达CEO黄仁勋说出,“中国会赢得AI竞赛”时,华尔街交易员的第一反应不是去抄底算力芯片,而是默默把电力ETF加到重仓。因为他们知道,得电力者得AI,得中国电力者得未来十年的全球能源定价权。这不是虚构的桥段。2025年11月,瑞银把2028-2030年中国电力需求增速直接翻倍到8%,并首次...

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