港股电力设备股走高大摩：AI时代将“能源安全”推升为未来十年全球最核心的资本开支主线

新浪港股07-06

热点栏目自选股数据中心行情中心资金流向模拟交易

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　　7月6日消息，港股电力设备股走高，东方电气涨超9%，潍柴动力涨超7%，哈尔滨电气涨超6%。

　　消息面上，AI算力需求爆发叠加全球电网升级加速，正推动电力设备行业进入新的景气周期。国际能源署最新报告预计，到2026年全球电力供应和基础设施投资将接近1.6万亿美元，其中电网投资预计接近5500亿美元，同比增长近20%。

　　摩根士丹利指出，AI时代正在把“能源安全”升级为未来十年全球最重要的资本开支主线之一，亚洲正进入一轮规模超过5.5万亿美元的能源投资超级周期。北美市场因AI数据中心扩张正面临严重的电力短缺。在此背景下，中国电力设备企业迎来出海替代的重大机遇。华泰证券认为，随着数据中心领衔全球电力增长加速，国内电源设备与储能企业凭借产业链布局有望受益。

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href=\"https://laohu8.com/S/600875\">东方电气</a></span><span></span>涨超9%，<span><a href=\"https://laohu8.com/S/000338\">潍柴动力</a></span><span></span>涨超7%，<span><a href=\"https://laohu8.com/S/01133\">哈尔滨电气</a></span><span></span>涨超6%。</p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/591/w358h233/20260706/f417-98474cc987177d6c9b1352df52baad89.png\"/><span></span></div>\n<p>　　消息面上，AI算力需求爆发叠加全球电网升级加速，正推动电力设备行业进入新的景气周期。国际能源署最新报告预计，到2026年全球电力供应和基础设施投资将接近1.6万亿美元，其中电网投资预计接近5500亿美元，同比增长近20%。</p>\n<p>　　<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>指出，AI时代正在把“能源安全”升级为未来十年全球最重要的资本开支主线之一，亚洲正进入一轮规模超过5.5万亿美元的能源投资超级周期。北美市场因AI数据中心扩张正面临严重的电力短缺。在此背景下，<span><a href=\"https://laohu8.com/S/02380\">中国电力</a></span><span></span>设备企业迎来出海替代的重大机遇。<a href=\"https://laohu8.com/S/601688\">华泰证券</a>认为，随着数据中心领衔全球电力增长加速，国内电源设备与储能企业凭借产业链布局有望受益。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：郝欣煜 </p>\n</div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a 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