电力设备股突然成为了市场的新焦点。1月15日，国家电网披露“十五五”固定资产投资计划，为中国电网科技行业注入确定性增长动能。这份高达4万亿元的投资目标，较“十四五”期间的约2.8万亿元增幅达40%，不仅创下历史新高，更较“十四五”相对“十三五”8%的增速实现跨越式提升。19日，高盛研究团队发布一份研究报告指出，这一投资规模意味着年均投入不低于8000亿元，复合增长率至少6%，而叠加新能源消纳、AI...
Source Link电力设备股突然成为了市场的新焦点。1月15日，国家电网披露“十五五”固定资产投资计划，为中国电网科技行业注入确定性增长动能。这份高达4万亿元的投资目标，较“十四五”期间的约2.8万亿元增幅达40%，不仅创下历史新高，更较“十四五”相对“十三五”8%的增速实现跨越式提升。19日，高盛研究团队发布一份研究报告指出，这一投资规模意味着年均投入不低于8000亿元，复合增长率至少6%，而叠加新能源消纳、AI...
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