燃机主线Beta首先我们在前期文章中提到过,现在AI数据中心下半场的竞争就是电力和节能,北美缺电无疑是明年最热的话题之一。在北美的能源结构中气电是主要发电方式(占据40%以上),那么在北美缺电作为明年最大的产业趋势背景下,燃机全产业需求红利有望持续超预期,这不但促使资本市场持续上修全产业的EPS及业绩增速维度PE,还会存在大量产业事件驱动情绪维度PE上升,全行业呈现戴维斯双击!潜在事件驱动(本质为...
Source Link燃机主线Beta首先我们在前期文章中提到过,现在AI数据中心下半场的竞争就是电力和节能,北美缺电无疑是明年最热的话题之一。在北美的能源结构中气电是主要发电方式(占据40%以上),那么在北美缺电作为明年最大的产业趋势背景下,燃机全产业需求红利有望持续超预期,这不但促使资本市场持续上修全产业的EPS及业绩增速维度PE,还会存在大量产业事件驱动情绪维度PE上升,全行业呈现戴维斯双击!潜在事件驱动(本质为...
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