100GW太阳能产能：特斯拉要把整个美国光伏行业重写一遍_老虎社区_美港股上老虎 - 老虎社区

点赞
评论
收藏

100GW太阳能产能：特斯拉要把整个美国光伏行业重写一遍

60秒
02-07

Bloomberg最新披露，特斯拉正在美国多州评估太阳能电池制造选址，马斯克在达沃斯提出的"年产100GW太阳能"目标，正从概念迅速进入工业落地阶段。

具体来看，特斯拉计划将纽约州布法罗工厂的产能扩至10GW——相当于10座核电站的发电能力。

纽约州可能还会新建第二座工厂，亚利桑那与爱达荷也在备选名单上。项目由VP Bonne Eggleston牵头，已在LinkedIn公开招聘太阳能制造岗位。

背景很关键：美国目前太阳能电池产能仅3.2GW，行业龙头First Solar今年预计也只能做到14GW。

而中国掌控着全球超80%的光伏供应链。

马斯克团队上周已密访晶科、协鑫等中国光伏企业，重点考察HJT异质结和钙钛矿技术。说白了，没有中国技术，这100GW就是空中楼阁。

但AI数据中心对电力的饥渴，让这件事变得前所未有地紧迫。所以光伏或多或少还是会有接触，毕竟这个布局很久了，马斯克急需....

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。

点赞

举报

评论

推荐
最新

empty

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":530303236214880,"tweetId":"530303236214880","gmtCreate":1770472680000,"gmtModify":1770509545808,"author":{"id":10000000000010594,"idStr":"10000000000010594","authorId":10000000000010594,"authorIdStr":"10000000000010594","name":"60秒","avatar":"https://static.tigerbbs.com/d41a9585311541f7bc86d5a24a6c073f","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":282,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/6acd21fb7a45491ca260cdcbc15528cf"},{"img":"https://static.tigerbbs.com/132efee2286743119de5ac8270879d40"}],"coverImages":[{"img":"https://static.tigerbbs.com/6acd21fb7a45491ca260cdcbc15528cf"}],"title":"100GW太阳能产能：特斯拉要把整个美国光伏行业重写一遍","html":"<html><head></head><body><div>\n <div>\n  <p><span>Bloomberg最新披露，特斯拉正在美国多州评估太阳能电池制造选址，</span><span>马斯克在达沃斯提出的\"年产100GW太阳能\"目标，正从概念迅速进入工业落地阶段。</span></p>\n </div>\n <div>\n  <p><img src=\"https://static.tigerbbs.com/6acd21fb7a45491ca260cdcbc15528cf\"></p>\n  <p>具体来看，特斯拉计划将纽约州布法罗工厂的产能扩至10GW——相当于10座核电站的发电能力。</p>\n  <p>纽约州可能还会新建第二座工厂，亚利桑那与爱达荷也在备选名单上。项目由VP Bonne Eggleston牵头，已在LinkedIn公开招聘太阳能制造岗位。</p>\n  <p><span>背景很关键：美国目前太阳能电池产能仅3.2GW，行业龙头First Solar今年预计也只能做到14GW。</span></p>\n  <p><img src=\"https://static.tigerbbs.com/132efee2286743119de5ac8270879d40\"></p>\n  <p><span>而中国掌控着全球超80%的光伏供应链。</span></p>\n  <p>马斯克团队上周已密访晶科、协鑫等中国光伏企业，重点考察HJT异质结和钙钛矿技术。说白了，没有中国技术，这100GW就是空中楼阁。</p>\n  <p>但AI数据中心对电力的饥渴，让这件事变得前所未有地紧迫。所以光伏或多或少还是会有接触，毕竟这个布局很久了，马斯克急需....</p>\n </div>\n</div></body></html>","htmlText":"<html><head></head><body><div>\n <div>\n  <p><span>Bloomberg最新披露，特斯拉正在美国多州评估太阳能电池制造选址，</span><span>马斯克在达沃斯提出的\"年产100GW太阳能\"目标，正从概念迅速进入工业落地阶段。</span></p>\n </div>\n <div>\n  <p><img src=\"https://static.tigerbbs.com/6acd21fb7a45491ca260cdcbc15528cf\"></p>\n  <p>具体来看，特斯拉计划将纽约州布法罗工厂的产能扩至10GW——相当于10座核电站的发电能力。</p>\n  <p>纽约州可能还会新建第二座工厂，亚利桑那与爱达荷也在备选名单上。项目由VP Bonne Eggleston牵头，已在LinkedIn公开招聘太阳能制造岗位。</p>\n  <p><span>背景很关键：美国目前太阳能电池产能仅3.2GW，行业龙头First Solar今年预计也只能做到14GW。</span></p>\n  <p><img src=\"https://static.tigerbbs.com/132efee2286743119de5ac8270879d40\"></p>\n  <p><span>而中国掌控着全球超80%的光伏供应链。</span></p>\n  <p>马斯克团队上周已密访晶科、协鑫等中国光伏企业，重点考察HJT异质结和钙钛矿技术。说白了，没有中国技术，这100GW就是空中楼阁。</p>\n  <p>但AI数据中心对电力的饥渴，让这件事变得前所未有地紧迫。所以光伏或多或少还是会有接触，毕竟这个布局很久了，马斯克急需....</p>\n </div>\n</div></body></html>","text":"Bloomberg最新披露，特斯拉正在美国多州评估太阳能电池制造选址，马斯克在达沃斯提出的\"年产100GW太阳能\"目标，正从概念迅速进入工业落地阶段。 具体来看，特斯拉计划将纽约州布法罗工厂的产能扩至10GW——相当于10座核电站的发电能力。 纽约州可能还会新建第二座工厂，亚利桑那与爱达荷也在备选名单上。项目由VP Bonne Eggleston牵头，已在LinkedIn公开招聘太阳能制造岗位。 背景很关键：美国目前太阳能电池产能仅3.2GW，行业龙头First Solar今年预计也只能做到14GW。 而中国掌控着全球超80%的光伏供应链。 马斯克团队上周已密访晶科、协鑫等中国光伏企业，重点考察HJT异质结和钙钛矿技术。说白了，没有中国技术，这100GW就是空中楼阁。 但AI数据中心对电力的饥渴，让这件事变得前所未有地紧迫。所以光伏或多或少还是会有接触，毕竟这个布局很久了，马斯克急需....","highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/530303236214880","repostId":0,"isVote":1,"tweetType":1,"viewCount":937,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["LU0345770993.USD","LU2360107168.USD","LU1629891620.HKD","TESL","LU1852331112.SGD","LU2756315318.SGD","LU0056508442.USD","LU0348723411.USD","LU2456880835.USD","IE00BJLML261.HKD","LU2602419157.SGD","CRSH","LU1839511570.USD","TSLT","SG9999015978.USD","TSLS","TSLR","TSLQ","TSLP","TSLO","TSLZ","TSLY","TSL","TSLW","LU0672654240.SGD","LU0234570918.USD","07766","IE00B19Z8X17.USD","TSII","TSYY","000591","LU2360106780.USD","LU0109391861.USD","LU1066051498.USD","LU1548497426.USD","LU1429558221.USD","TSLA","LU0964807845.USD","TSDD","TSLL","LU0466842654.USD","TSLI","LU0097036916.USD","TSLG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":676,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}