港股概念追踪|海外电力供需缺口显著机构看好国内内燃机及相关产业链出海（附概念股）

智通财经02-27

在 AI 的挤压之下，北美缺电问题日益严重，特朗普计划于下周召集亚马逊、Meta、微软、谷歌等科技巨头签署承诺，要求这些公司保证自行承担高耗能数据中心的电力成本，再次验证数据中心需求高增带动北美缺电主线延续。智通财经APP获悉，机构测算 2025-2028 年美国AI 需求带来的电力容量需求期间CAGR 约 55%，未来三年累计需求超 150GW，带来大量电力需求，配套设备迎来机遇，自建电源成为大...

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港股概念追踪|海外电力供需缺口显著 机构看好国内内燃机及相关产业链出海（附概念股）

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港股概念追踪|海外电力供需缺口显著机构看好国内内燃机及相关产业链出海（附概念股）