东吴证券:AI数据中心加剧电力短缺,首选燃气轮机、AI储能潜力可期

36氪
Mar 05

36氪获悉,东吴证券发布研报称,AI算力爆发,美国电力供应缺口扩大,电源需求大增,CSP厂商下场自建电源,首选燃气轮机、其次为光储,中国企业将受益于美国电源建设高景气。重点推荐燃气轮机整机核心标的东方电气

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