2月27日早盘，赣能股份、豫能控股、华银电力三大牛股集体快速涨停，涪陵电力、甘肃能源大幅飙升。电力板块整体表现强势，电力ETF涨幅超过1.6%。消息面上，除了近日国家能源局公布新型电力系统建设能力提升试点名单(第一批)，还有一个非常硬核的逻辑出现。有消息称，中国AI调用量首超美国，四款大模型霸榜全球前五。而Token调用量背后就是电力和算力。其中，中国电价较低，可以通过Token调用量变相实现出海...
Source Link2月27日早盘，赣能股份、豫能控股、华银电力三大牛股集体快速涨停，涪陵电力、甘肃能源大幅飙升。电力板块整体表现强势，电力ETF涨幅超过1.6%。消息面上，除了近日国家能源局公布新型电力系统建设能力提升试点名单(第一批)，还有一个非常硬核的逻辑出现。有消息称，中国AI调用量首超美国，四款大模型霸榜全球前五。而Token调用量背后就是电力和算力。其中，中国电价较低，可以通过Token调用量变相实现出海...
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