大摩上调美国AI电力缺口：点名“缩短通电周期”电厂标的，英伟达(NVDA.US)成“缺电瓶颈”下半导体首选

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【大摩上调美国AI电力缺口：点名“缩短通电周期”电厂标的，英伟达(NVDA.US)成“缺电瓶颈”下半导体首选】智通财经APP获悉，摩根士丹利在 10 月 26 日发布的主题研报中，把 2026—28 年美国数据中心的净电力缺口上调至 38GW，此前为 33GW。与此同时，大摩指出，电力缺口下ASIC或相对GPU失份额。

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