港股异动 | 潍柴动力(02338)涨超4%再创新高北美电力缺口持续扩大 AIDC发电设备业务持续受益

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智通财经APP获悉，潍柴动力(02338)涨超4%，高见30.98港元，再创历史新高。截至发稿，涨4.73%，报30.98港元，成交额2.78亿港元。消息面上，近日，摩根士丹利将美国2025-2028年数据中心的累计电力缺口从44吉瓦上调至47吉瓦，这相当于9个迈阿密或15个费城的总用电量。电力供给不足已成为制约AI算力扩张的核心瓶颈，科技巨头们转而寻求新的解决方案，多个数据中心考虑自建电力设施。...

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港股异动 | 潍柴动力(02338)涨超4%再创新高 北美电力缺口持续扩大 AIDC发电设备业务持续受益

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港股异动 | 潍柴动力(02338)涨超4%再创新高北美电力缺口持续扩大 AIDC发电设备业务持续受益