算力尽头是电力!事关电力概念 多只核心标的透露业务进展

东方财富研究中心
Mar 02

马年A股首个交易周(2月24日至27日),A股三大股指走势较好,沪指4个交易日上涨1.98%,深成指录得2.80%涨幅,创业板指也上涨1.05%。板块方面,钢铁、有色、煤炭、电力、油气、化工等资源板块齐走高,涨价题材表现尤为亮眼。近年来,全球AI算力建设如火如荼,引发全球数据中心用电紧张,同时,Token消耗量显著增长,进一步验证“算力尽头是电力”逻辑。上周,在美国科技巨头将承诺自供电力、国家能源...

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