电力设备新能源2025年3月投资策略：固态电池产业加速推进关注GTC大会HVDC电源产品应用趋势

国信证券股份有...2025-03-11

全球AI 数据中心建设不断推进，关注GTC 大会HVDC 电源产品应用趋势。近期，美国方面，据路透社消息，Meta 正在考虑为其人工智能项目推进一个新的数据中心投资计划，潜在投资超过2000 亿美元。国内方面，阿里巴巴发布2025 年第三季度财报，该季度资本开支达到人民币318 亿元，环比增长80%，阿里预计未来三年在云计算和AI 的基础设施投入预计将超越过去十年的总和。欧洲方面，黑石集团在英国...

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电力设备新能源2025年3月投资策略：固态电池产业加速推进 关注GTC大会HVDC电源产品应用趋势

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电力设备新能源2025年3月投资策略：固态电池产业加速推进关注GTC大会HVDC电源产品应用趋势