英伟达拟就“数据中心缺电”开会！AIDC电源产业链梳理

东方财富研究中心2025-12-13

AIDC电源产业链12月12日表现强势，其中SST(固态变压器)方向领涨。个股而言，禾望电气、麦格米特、欧陆通、良信股份、金盘科技、伊戈尔、三变科技等纷纷大幅上涨。消息面上，据界面新闻，英伟达计划于下周在其位于美国加州圣克拉拉的总部，举办一场非公开的闭门峰会。这场会议的核心议题，是探讨并解决可能阻碍人工智能发展的“数据中心电力短缺”问题。此次峰会将汇集专注于电力和电气工程领域的初创公司高管。...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251213164046a69db91c&s=b><strong>东方财富研究中心</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AIDC电源产业链12月12日表现强势，其中SST(固态变压器)方向领涨。个股而言，禾望电气、麦格米特、欧陆通、良信股份、金盘科技、伊戈尔、三变科技等纷纷大幅上涨。消息面上，据界面新闻，英伟达计划于下周在其位于美国加州圣克拉拉的总部，举办一场非公开的闭门峰会。这场会议的核心议题，是探讨并解决可能阻碍人工智能发展的“数据中心电力短缺”问题。此次峰会将汇集专注于电力和电气工程领域的初创公司高管。...</p>\n\n<a 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