港股概念追踪|AI数据中心加剧电力短缺机构看好燃气轮机需求周期（附概念股）

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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。据国际能源署报告，到2030年，全球数据中心的电力需求将达到约945太瓦时。需求端持续增长的同时，供给端紧张格局凸显。燃气轮机凭借快速响应、高功率适配性、较低发电成本和高可靠性成为AIDC主电源优先解。智通财经APP获悉，中信建投研报称，缺电仍是全年主线，坚定看好...

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港股概念追踪|AI数据中心加剧电力短缺 机构看好燃气轮机需求周期（附概念股）

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港股概念追踪|AI数据中心加剧电力短缺机构看好燃气轮机需求周期（附概念股）