东吴证券：AI数据中心加剧电力短缺，首选燃气轮机、AI储能潜力可期

36氪03-05

36氪获悉，东吴证券发布研报称，AI算力爆发，美国电力供应缺口扩大，电源需求大增，CSP厂商下场自建电源，首选燃气轮机、其次为光储，中国企业将受益于美国电源建设高景气。重点推荐燃气轮机整机核心标的东方电气

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