美国变压器荒持续蔓延,国内龙头公司望填补缺口

腾讯自选股综合
Dec 18, 2025

据证券时报报道,美国市场“缺电”制约AI算力扩张。缺电,最为紧张的以变压器为主。当前美国市场变压器交货周期从以往的30-60周飙升至115-130周,大型变压器更是达到2.3-4年。需求紧张,但产能落地较慢,需要2年左右的周期,美国变压器荒蔓延。北美缺电是AI发展下的明确趋势,据机构测算,26/27年北美电力容量和电量将出现硬性缺口,整体电力系统的影响会显著加剧,相关缺电信号预计将持续强化。解决...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10