电力设备股强势 东方电气(01072)涨11.64% 机构指欧美缺电 电力设备企业可望受惠

金吾财讯
Feb 26

金吾财讯 | 电力设备股强势,东方电气(01072)涨11.64%,东北电气(00042)涨4.82%,金风科技(02208)涨3.19%,上海电气(02727)涨3.01%,哈尔滨电气(01133)涨2.54%,亿华通(02402)涨1.52%。中金公司表示,欧美缺电,加上国产算力token出海,电力设备企业可望受惠。该行表示,欧美电网设施老旧,而且近期暴雪警报频传,导致停电风险上升,认为系统性风险正在提升,持续看好全球开启电力投资大周期。另一方面,国内电价成本优势凸显,国产大模型抢占全球市场份额,可望打开国产算力token出海机会。

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