摩根大通：人工智能熱潮提升了電力設備製造商的前景

智通財經
2024.04.04 02:46
摩根大通分析師表示，全球人工智能相關投資的繁榮正在幫助推動電力需求，提振電力設備製造商，尤其是中國出口商的前景。未來十年全球電網資本支出可能以每年 5% 以上的速度增長，因為 “數據中心、加密貨幣和人工智能的激增可能導致更高的電力消耗。”
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