东方电气再涨超6% AIDC催化燃机行业需求高增

智通财经
Feb 10

东方电气(01072)再涨超6%,截至发稿,涨6.06%,报30.44港元,成交额3.45亿港元。消息面上,美国数据中心建设热潮引发用电荒。全球能源监测机构的全球油气工厂追踪数据显示,截至2026年1月,美国在建天然气发电装机容量超过29吉瓦,一年内翻了一番还多。中泰证券认为,当前燃气轮机行业需求处于快速增长期,高端供给存在瓶颈、且国产替代政策全面发力,建议重点关注在关键环节占据卡位优势,且具备...

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