金吾财讯 | 广发证券研究指，极端高温短期加剧电力供需紧张，AIDC对电网容量和稳定性带来中长期挑战，电力设备需求景气度有望再提升。受持续极端高温影响，多国电网承压：美国能源部连发紧急命令，PJM启动应急供电预案；欧洲高温逼停电厂，英法德电价创多年新高；中国电力供需总量平衡，但预测调度存压力。进一步，AIDC用电快速增长，同时带来容量和稳定性挑战。
金吾财讯 | 广发证券研究指，极端高温短期加剧电力供需紧张，AIDC对电网容量和稳定性带来中长期挑战，电力设备需求景气度有望再提升。受持续极端高温影响，多国电网承压：美国能源部连发紧急命令，PJM启动应急供电预案；欧洲高温逼停电厂，英法德电价创多年新高；中国电力供需总量平衡，但预测调度存压力。进一步，AIDC用电快速增长，同时带来容量和稳定性挑战。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.