金吾财讯 | 电力股有支撑，华能国际电力股份（00902）涨2.41%，华电国际电力股份（01071）涨1.74%，电能实业（00006）涨1.71%，长江基建集团（01038）涨1.36%，华润电力（00836）涨0.99%，大唐发电（00991）涨0.80%，龙源电力（00916）涨0.70%。高盛对于美国数据中心容量则预计从2025年的49GW大幅增至152GW，达到原来的约3.1倍，庞大的扩张空间继续支撑电力链条的长期需求。中信证券认为，从实际影响来看，根据美国人口普查局数据，2026年9月数据中心贡献了美国私人非住宅建筑支出环比增量的90%以上，考虑到经济和就业等因素，即便民主党州长上台，全面叫停建设的可能性也相对较低。后续影响或更多体现为新增数据中心向怀俄明、明尼苏达等政策相对明确的州转移，同时电力及电网建设成本预计将进一步由开发商承担。
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