金吾财讯 | 电力设备股集体走低，东方电气(01072)跌6.28%，哈尔滨电气(01133)跌6.14%，金风科技(02208)跌5.46%，上海电气(02727)跌5.08%。高盛此前指出，AI 服务器集群的耗电速度，远远超过电网扩容的步伐，电力供应恐将成为AI时代最大的瓶颈。该行认为，决定谁能建成下一波数据中心的关键，不是更快的芯片，而是更具创意的电力融资方案。国信证券表示，11月以来谷歌云、OpenAI、TikTok等公司相继规划投入建设数据中心，加速AI基础设施布局。同时为破解AI时代日益严峻的电力短缺困局，英伟达将举办一场闭门峰会，整体而言全球数据中心加快建设，AI时代电力需求设备呈现爆发式增长。
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