AI下半场是能源!算力需求催生电力革命,“卖铲人”异军突起

券商中国
Yesterday

去年大放异彩的算力股行至高位后在年内走出了盘整行情,电力股则接棒演绎,“AI的下半场是能源”成为投资业内共识,无论是光伏、火电还是特高压、智能配网等均有两位数的涨幅。多名基金经理指出,国内制造业凭借效率优势,能够深度参与本轮席卷全球的电力革命,而在筛选投资标的时,基金经理更为关注毛利率较高的出海链。此外,在电力缺口扩大催生多技术路线中,燃气轮机已经隐隐走出了主线趋势,多只基金凭借重仓相关板块年内已...

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