AI电力产业链核心赛道全解析(附股)

乐晴智库精选
Feb 02

当前全球AI应用和算力需求激增,电力短缺正成为AI发展的掣肘环节。国产AI产业链从“算力配套”向“电力核心”有望加速渗透,AI电力产业链各细分环节有望迎来全面的景气周期。电力需求爆发有望带动电力设备、电网、光储等整体需求向上。01 AI缺电背景和趋势当前算力竞赛引发电力需求爆发式增长。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。根据...

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