订单与股价齐飞!AI引爆需求,这个传统板块成了“香馍馍”

券商中国
Feb 15

默默无闻的燃气轮机,在AI需求推动下,迎来了自己的灿烂时光。为了满足AI时代日益增长的电力需求,以北美市场为代表的全球资金将目光集中在了燃气轮机、燃气内燃机、柴油发电机等传统发电装置。受需求爆发刺激,A股相关个股订单和股价齐飞。为燃气轮机供应涡轮叶片的应流股份今年以来股价涨幅已经超过50%,直接生产燃气轮机的东方电气今年股价也上涨了超过30%。机构分析认为,全球数据中心持续扩张,未来5年美国AI...

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