港股异动 | 东方电气(01072)涨超11% 北美缺电逻辑持续演绎中国燃机出海有望迎来机遇

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智通财经APP获悉，东方电气(01072)涨超11%，截至发稿，涨11.39%，报27.96港元，成交额2.69亿港元。消息面上，美国数据中心建设热潮引发用电荒。全球能源监测机构的全球油气工厂追踪数据显示，截至2026年1月，美国在建天然气发电装机容量超过29吉瓦，一年内翻了一番还多。东吴证券认为，国内自主燃气轮机技术持续突破且已经开始出口中东等市场，国内产能有望成为美国缺电链条的有效补充。...

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港股异动 | 东方电气(01072)涨超11% 北美缺电逻辑持续演绎 中国燃机出海有望迎来机遇

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港股异动 | 东方电气(01072)涨超11% 北美缺电逻辑持续演绎中国燃机出海有望迎来机遇