国联民生证券：北美缺电重塑格局聚焦SOFC和MLCC新机遇

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智通财经APP获悉，国联民生证券发布研报称，当前北美地区电力供给趋紧，而AI数据中心建设正处于快速扩张阶段，供需错配持续加剧。SOFC与MLCC有望分别从主电源侧、电路侧发力，协同破解北美数据中心的电力与电路运行困境，构成数据中心电源系统优化的核心支撑。该行看好AI发展驱动服务器电源领域技术迭代提速，预计SOFC、MLCC等相关产业链将步入高速成长周期。国联民生证券主要观点如下：北美缺电常态化，...

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国联民生证券：北美缺电重塑格局 聚焦SOFC和MLCC新机遇

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国联民生证券：北美缺电重塑格局聚焦SOFC和MLCC新机遇