受益AI快速发展带来的电力需求暴增，2026年开年以来电网设备板块持续强势行情。2月9日，电网设备主题指数收涨近3%，2026年以来累计上涨近21%。板块方面，电气设备、火电、风电指数均大面积收涨。个股方面，东方电气（600875.SH）收盘涨停、思源电气（002028.SZ）川润股份（002272.SZ）等多股涨停。“这一轮行情的背后，是国家电网"十五五"期间4万亿元固定资产投资计划、AI算力...
Source Link受益AI快速发展带来的电力需求暴增，2026年开年以来电网设备板块持续强势行情。2月9日，电网设备主题指数收涨近3%，2026年以来累计上涨近21%。板块方面，电气设备、火电、风电指数均大面积收涨。个股方面，东方电气（600875.SH）收盘涨停、思源电气（002028.SZ）川润股份（002272.SZ）等多股涨停。“这一轮行情的背后，是国家电网"十五五"期间4万亿元固定资产投资计划、AI算力...
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