智通财经APP获悉，电力设备股今日普跌，截至发稿，潍柴动力(02338)跌4.30%，报30.24港元；东方电气(01072)跌3.67%，报19.67港元；重庆机电(02722)跌1.63%，报1.81港元；上海电气(02727)跌1.53%，报2.895港元。
消息面上，SpaceX正在美国得克萨斯州巴斯特罗普建设铸造厂，用于生产大型燃气轮机叶片与导叶。马斯克表示，相关部件是当前扩大燃气轮机部署的重要限制因素，通过SpaceX内部制造，燃气轮机上线时间最多可提前18个月，以缓解AI数据中心扩张面临的电力供应瓶颈。
国金证券研报指出，燃气轮机凭借发电稳定、适合调峰发电、功率大、成本低等综合优势，未来预计长期成为AIDC首选供电方案。2024年以来，海外燃机龙头GEV、西门子能源等订单持续高增长，在手订单可见度已经超过5年，行业景气度高。
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