风电板块普遍走强东方电气(01072)涨3.72% 大摩预计数据中心电力缺口达55GW

金吾财讯

May 12

金吾财讯 | 港股风电板块普遍走强，东方电气(01072)涨3.72%，龙源电力(00916)涨3.35%，大唐新能源(01798)涨2.35%，瑞风新能源(00527)涨1.72%，京能清洁能源(00579)涨0.88%，新天绿色能源(00956)涨0.52%，金风科技(02208)涨0.24%。

消息面上，大摩大幅上调超大规模云服务商2026年资本支出预测，从4500亿美元提升至8000亿美元。与此同时，AI算力快速发展使得数据中心电力需求激增，大摩预计数据中心将面临55GW的电力缺口。在此背景下，AI相关参与者正加速收购“离网”解决方案，电力可用性已成为能源基础设施融资的决定性因素，电力供应与设备适配成为行业关注焦点。

随着AI算力功率密度持续提升，电力设备升级成为必然趋势。HVDC技术凭借取消传统UPS逆变环节的优势，将系统效率提升至95%-96%，同时简化结构、减少设备数量，降低安装接线工作量。行业预期显示，海外±400V/800V HVDC有望进入放量元年，SST技术持续推进；台达方面预计，800VDC和±400VDC电源将在2026年Q2-Q3量产，2027年后达峰值，且±800VDC功率为800VDC的2倍，预计10年内落地应用，HVDC行业或将进入“1-10”的快速放量阶段。

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href=\"https://laohu8.com/S/600875\">东方电气</a>(01072)涨3.72%，<a href=\"https://laohu8.com/S/001289\">龙源电力</a>(00916)涨3.35%，<a href=\"https://laohu8.com/S/01798\">大唐新能源</a>(01798)涨2.35%，<a href=\"https://laohu8.com/S/00527\">瑞风新能源</a>(00527)涨1.72%，<a href=\"https://laohu8.com/S/00579\">京能清洁能源</a>(00579)涨0.88%，<a href=\"https://laohu8.com/S/00956\">新天绿色能源</a>(00956)涨0.52%，<a href=\"https://laohu8.com/S/002202\">金风科技</a>(02208)涨0.24%。</p><p>消息面上，大摩大幅上调超大规模云服务商2026年资本支出预测，从4500亿美元提升至8000亿美元。与此同时，AI算力快速发展使得数据中心电力需求激增，大摩预计数据中心将面临55GW的电力缺口。在此背景下，AI相关参与者正加速收购“离网”解决方案，电力可用性已成为能源基础设施融资的决定性因素，电力供应与设备适配成为行业关注焦点。</p><p>随着AI算力功率密度持续提升，电力设备升级成为必然趋势。HVDC技术凭借取消传统UPS逆变环节的优势，将系统效率提升至95%-96%，同时简化结构、减少设备数量，降低安装接线工作量。行业预期显示，海外±400V/800V HVDC有望进入放量元年，SST技术持续推进；台达方面预计，800VDC和±400VDC电源将在2026年Q2-Q3量产，2027年后达峰值，且±800VDC功率为800VDC的2倍，预计10年内落地应用，HVDC行业或将进入“1-10”的快速放量阶段。</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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href=\"https://laohu8.com/S/002202\">金风科技</a>(02208)涨0.24%。</p><p>消息面上，大摩大幅上调超大规模云服务商2026年资本支出预测，从4500亿美元提升至8000亿美元。与此同时，AI算力快速发展使得数据中心电力需求激增，大摩预计数据中心将面临55GW的电力缺口。在此背景下，AI相关参与者正加速收购“离网”解决方案，电力可用性已成为能源基础设施融资的决定性因素，电力供应与设备适配成为行业关注焦点。</p><p>随着AI算力功率密度持续提升，电力设备升级成为必然趋势。HVDC技术凭借取消传统UPS逆变环节的优势，将系统效率提升至95%-96%，同时简化结构、减少设备数量，降低安装接线工作量。行业预期显示，海外±400V/800V 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