SpaceX和特斯拉：200GW光伏产能或带动设备商扩产

和讯网01-24

【1月24日，国泰海通证券：马斯克计划部署200GW光伏产能，设备公司将率先受益】国泰海通证券指出，马斯克提出SpaceX和特斯拉计划部署总计200GW光伏产能，设备公司会率先受益。数据中心配光储与太空光伏，有望驱动新一轮设备扩产。一方面，数据中心算力需求使“稳定、低成本、可快速复制”的光伏+储能配置需求加速提升，带动地面端光伏装机由传统电力需求驱动转向算力基础设施驱动。另一方面，低轨卫星与太空...

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