【国盛证券：AI 东风已至比特币矿场开启第二增长曲线】智通财经APP获悉，国盛证券发布研报称，AI 用电需求狂飙，北美重要数据中心现供需缺口，当前在美国建设数据中心需要较长时间，而比特币矿场股拥有大量现成资源，先发优势明显：比特币矿场在液冷散热上具备先发优势;

智通财经08-06

【国盛证券：AI 东风已至比特币矿场开启第二增长曲线】智通财经APP获悉，国盛证券发布研报称，AI 用电需求狂飙，北美重要数据中心现供需缺口，当前在美国建设数据中心需要较长时间，而比特币矿场股拥有大量现成资源，先发优势明显：比特币矿场在液冷散热上具备先发优势;多个比特币矿场股在液冷领域有研究或实践经验。比特币矿场有望满足美国数据中心电力需求的 56%-144%。该团队认为，CORZ 与...

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