资讯同步 on Nostr: #华尔街见闻 全球电网投资正进入一个由"AI算力需求 × ...
Published at
2026-08-12 00:21:51 UTCEvent JSON
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"content": "#华尔街见闻\n全球电网投资正进入一个由\"AI算力需求 × 电网老化更新 × 新能源并网\"三重力量共振的超级上行周期。\n\n当前电力设备行业正处于订单驱动的基本面兑现期，但市场对\"超级周期\"的定价已经相当充分——接下来是验证\"交付能力\"而不仅仅是\"订单增速\"的阶段。\nhttps://wallstreetcn.com/member/articles/3779173",
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