增持(维持)投资要点事件:1) 3月4日北美七大家微软、谷歌等于白宫正式签署承诺文件,确立通过自建或购买发电设施满足新建AI数据中心用电,自主供电逻辑得到正式政策确认;2) 美国三大区域电网近期相继获批总计750亿美元的输电扩容项目,聚焦765千伏超高压线,新建线路总里程将扩展到10000英里,相当于现有里程的四倍。刚需端:1)电网侧:变压器,数据中心向GW级发展,大型数据中心自建变电站加剧全球...
Source Link增持(维持)投资要点事件:1) 3月4日北美七大家微软、谷歌等于白宫正式签署承诺文件,确立通过自建或购买发电设施满足新建AI数据中心用电,自主供电逻辑得到正式政策确认;2) 美国三大区域电网近期相继获批总计750亿美元的输电扩容项目,聚焦765千伏超高压线,新建线路总里程将扩展到10000英里,相当于现有里程的四倍。刚需端:1)电网侧:变压器,数据中心向GW级发展,大型数据中心自建变电站加剧全球...
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