12月11日11:12,电网设备ETF(159326)上涨1.11%,每份价报1.453元,成交额1.40亿元,换手率5.27%。消息面上,近日,随着AI算力需求激增,美国电网的脆弱性进一步凸显。此前,微软声称AI行业的发展瓶颈是缺电,AI技术革命引发的“全球电力供给危机”,让电网设备从“传统基建”变成了“数字经济核心资产”。微软首席执行官纳德拉近期在BG2播客中表示,尽管市场对AI芯片的需求持续...
Source Link12月11日11:12,电网设备ETF(159326)上涨1.11%,每份价报1.453元,成交额1.40亿元,换手率5.27%。消息面上,近日,随着AI算力需求激增,美国电网的脆弱性进一步凸显。此前,微软声称AI行业的发展瓶颈是缺电,AI技术革命引发的“全球电力供给危机”,让电网设备从“传统基建”变成了“数字经济核心资产”。微软首席执行官纳德拉近期在BG2播客中表示,尽管市场对AI芯片的需求持续...
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