金吾财讯 | 港股电力股多股扬升，截至发稿，中广核新能源(01811)涨2.95%，华能国际电力股份(00902)涨2.73%，华电国际电力股份(01071)涨2.22%，华润电力(00836)涨2.20%，中国电力(02380)涨1.96%，中广核电力(01816)涨1.78%。消息面上，大摩新近研报显示，受Token需求飙升350%的推动，超大规模云服务商(Hyperscalers)的2026年资本支出预测从4500亿美元大幅上调至8000亿美元，预计数据中心将面临55GW的电力缺口。AI参与者正越来越多地收购“离网”解决方案，电力可用性已成为收紧能源基础设施融资的决定性因素。华源证券同样预期海外±400V/800VHVDC有望进入放量元年，SST持续推进。2025年HVDC和SST产业进度持续推进，2026年开始，根据罗姆官网发布的台达采访交流，台达预期800VDC和±400VDC电源将在2026年Q2-Q3量产且27年后达峰值，并提出±800VDC功率是800VDC的2倍，且预计10年内将落地应用，HVDC或将进入“1-10”的放量阶段。
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