中信证券：看好AIDC与出海的景气共振兼顾内需政策下电网等高安全边际板块

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智通财经APP获悉，中信证券发布研报称，展望2026年3月，重点看好AIDC与出海的景气共振，代表如太空光伏、AIDC、电力设备与储能等；同时，也建议关注内需政策窗口期的电网等高安全边际板块。中长期维度，该行建议持续关注海外电网系统在AIDC与新能源共同带动下的长期升级趋势，并重点围绕在海外市场具备深厚布局、多产品协同出口能力、深度参与AIDC供电系统升级的代表性中国企业布局。1)太空光伏：算力加...

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中信证券：看好AIDC与出海的景气共振 兼顾内需政策下电网等高安全边际板块

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中信证券：看好AIDC与出海的景气共振兼顾内需政策下电网等高安全边际板块