金吾财讯 | 绿电板块深度调整，龙源电力(00916)跌1.56%，新特能源(01799)跌1.93%，中广核新能源(01811)跌2.14%，华电国际电力股份(01071)跌2.55%，华能国际电力股份(00902)跌3.05%，大唐新能源(01798)跌4.95%，福莱特玻璃(06865)跌4.93%，金风科技(02208)跌8.40%，大唐发电(00991)跌10.83%。
电力、电网设备开始陷入高位整理，大摩近期再度发布研报，表明AI产业瓶颈由算力芯片切换至电力供应，数据中心巨大电力缺口推动行业加速布局离网电力，电网升级扩容成AI发展底层刚需。使得电网设备成为本轮行情中业绩确定性与政策确定性共振的“卖铲人”。而从市场角度来看，在锂电持续调整、半导体板块分化加剧背景下，电网设备和电力板块昨日逆势获得资金大举流入，成了资金抱团新热点。随着“AI的尽头是电力”逐步成为市场共识，后续仍存在反复活跃的机会。
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