申万宏源：AI算力需求增长加剧电力缺口燃机市场打开成长空间_老虎社区_美港股上老虎

申万宏源：AI算力需求增长加剧电力缺口燃机市场打开成长空间

智通财经04-17

智通财经APP获悉，申万宏源发布研报称，生成式AI大模型训练与商业化落地提速，全球算力需求呈指数级增长，北美头部科技企业开启超大规模AIDC建设浪潮。而美国电力市场正面临供给端多重约束，算力刚需与供电供给的矛盾持续突出。短期来看，需要成熟发电方案快速匹配AIDC现阶段供电刚需，燃气轮机与往复式内燃机为核心方案。建议聚焦现阶段成熟发电设备赛道，布局燃气轮机、往复式内燃机的整机制造、核心部件、系统集成...

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