你家屋顶的太阳能板，可能在偷偷给AI打工哦

红绿跳跳糖

06-26

刷到个意外涨幅——Sunrun周三盘中暴涨超31%，它联合特斯拉、Renew Home，聚合全美家庭电池、温控器打造“反向电厂”，调出16吉瓦可调电力，高峰可供给17座AI数据中心。

AI算力缺电开始挖掘居民侧储能，这条线比芯片冷门、尚处早期，值得盯一眼。

以上内容仅代表个人观点，不构成投资建议。关注跳跳糖，祝大家买的都涨，卖的都跌~[得意]

2026年第一季度储存器及储能电池市场强劲增长及相关概念股大幅上涨

2026年第一季度全球及中国储能电池出货量同比增长超115%，储存器概念股普遍走强，南方两倍做多海力士涨15%，协创数据涨停，行业呈现量价齐升格局。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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