美国缺电危机,持续受益的5个核心方向(附列表)

投研大叔
Feb 26

缺电危机美国电力供需矛盾已从潜在风险演变为显性危机,核心驱动力来自AI算力需求的爆发式增长与电力基建的严重滞后,2024年美国电力用户平均停电时长达到662.6分钟(约11小时),同比激增81%,创下近10年新高,数据中心集中的地方更为严重。美国超5000万个配电变压器中约70%已"超期服役",实际使用年限远超25年的设计寿命,进一步加剧了供电中断风险。根据测算,若考虑现有机组按计划退役,2030...

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