机械设备行业周报:看好柴发、刀具、商业航天等方向

方正证券
Mar 08

柴发:本周,电力设备方面,美国微软、谷歌、OpenAI、亚马逊、Meta、xAI 和甲骨文七大科技巨头在白宫正式签署“电费缴纳者保护承诺”,该承诺要求企业通过自建发电设施、采购电力等方式,满足新建AI 数据中心的用电需求。我们认为该承诺下,美国数据中心自建电力设备的比例有望显著提高,一方面燃气轮机、柴发分别作为主备电,需求进一步提升;另一方面考虑到当前超长的燃气轮机交期,参考瓦锡兰先例,部分主电...

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