中泰证券：AI驱动需求电力设备出海打开空间

智通财经2025-12-09

智通财经APP获悉，中泰证券发布研究报告称，往明年看，一是国内海外AI大beta依然持续，AIDC产业变化继续演绎从而带动股价表现。二是以美国为代表的海外市场电力设备供需紧张，国内供应链有望持续拓展海外市场。三是国内电网资本开支稳步增长。AIDC建设带来电力需求高增，中美区域贡献主要增量，从而带动全球电力需求提升，国内电力设备出海持续演绎。方向选择AIDC：海外云厂商资本开支持续高增，从而导致...

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中泰证券：AI驱动需求 电力设备出海打开空间

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中泰证券：AI驱动需求电力设备出海打开空间