小白的大叔。
03-05
这篇文章不错，转发给大家看看
@话题虎：
科技巨头得开始拼电力了？！电力股，能否成为新主线？
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。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP，发表看法
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":539466592367440,"tweetId":"539466592367440","gmtCreate":1772723775708,"gmtModify":1772723777730,"author":{"id":3579778221419795,"idStr":"3579778221419795","authorId":3579778221419795,"authorIdStr":"3579778221419795","name":"小白的大叔。","avatar":"https://static.tigerbbs.com/995cc40528b93e7f90a2292a298025aa","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/539466592367440","repostId":539347432571136,"repostType":1,"repost":{"magic":2,"id":539347432571136,"tweetId":"539347432571136","gmtCreate":1772696345190,"gmtModify":1772724000189,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":37879,"starInvestorFlag":false},"themes":[{"themeId":"5a4d4b518dff492b802ad80895c27a3a","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"美国启动电网扩容计划！电力板块入手吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":5a4d4b518dff492b802ad80895c27a3a}&rnconfig={\"headerBarHidden\": true}","description":"美国启动750亿美元电网扩容计划，今天电力股走强，主要是因为一个消息。美国德州、中大西洋及中西部三大区域电网已获批总计750亿美元的输电扩容项目，目的是应对AI数据中心激增的电力需求与老旧电网的矛盾，核心是建设765千伏超高压线路。【特朗普近期宣布美国科技公司需承担亿AI相关的电力成本。美国缺电，已成市场投资热点，大家看好电力板块投资机会吗？","image":"https://static.tigerbbs.com/3ea3c1f13bb50f0c044b1363d2613c34"}],"images":[{"img":"https://static.tigerbbs.com/2fac9a40db9ccbdbb55460001d1574a3","width":"494","height":"287"}],"coverImages":[{"img":"https://static.tigerbbs.com/2fac9a40db9ccbdbb55460001d1574a3"}],"title":"科技巨头得开始拼电力了？！电力股，能否成为新主线？","html":"<html><head></head><body><blockquote>\n <p><strong>科技巨头要开始拼电力了？</strong></p>\n</blockquote>\n<p>本周三， <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、 <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 、 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、 <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 、xAI 和 OpenAI等多家科技巨头在白宫签署了<strong>“能源承诺协议”</strong>-特朗普要求各家自建发电厂，来满足人工智能的需求，并将多余的电力卖回电网，在座各位共同承担新建电力基础设施的成本，不要将费用转嫁给普通民众。<span class=\"teditor-emoji\">[可爱]</span></p>\n<p>（目前据报道，马斯克旗下xAI刚刚已经承诺为其主要超级计算机和数据中心开发1.2吉瓦的电力。）</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fac9a40db9ccbdbb55460001d1574a3\" tg-width=\"494\" tg-height=\"287\"></p>\n<p></p>\n<p>目前自建电厂是否能满足AI数据中心激增的电力需求，还存疑（特朗普表示AI电力需求到2035年可能增长三倍），但如果真的实施下去，AI数据中心的电力供给模式可能会发生结构性变化：<strong>从依赖公共电网转向自建或专用电力系统</strong>，那么或许以后卡AI算力瓶颈的，会从芯片转移到电力，相关概念股比方说：</p>\n<ul style=\"\">\n <li>\n <p>电力设备： <a data-mention-id=\"ETN\" class=\"teditor-mention\" data-mention-name=\"伊顿\" href=\"https://laohu8.com/S/ETN\">$伊顿(ETN)$</a> <a data-mention-id=\"HUBB\" class=\"teditor-mention\" data-mention-name=\"哈勃集团\" href=\"https://laohu8.com/S/HUBB\">$哈勃集团(HUBB)$</a> <a data-mention-id=\"EMR\" class=\"teditor-mention\" data-mention-name=\"艾默生电气\" href=\"https://laohu8.com/S/EMR\">$艾默生电气(EMR)$</a> ;</p></li>\n <li>\n <p>电力工程： <a data-mention-id=\"PWR\" class=\"teditor-mention\" data-mention-name=\"广达公司\" href=\"https://laohu8.com/S/PWR\">$广达公司(PWR)$</a> <a data-mention-id=\"MTZ\" class=\"teditor-mention\" data-mention-name=\"MasTec Inc\" href=\"https://laohu8.com/S/MTZ\">$MasTec Inc(MTZ)$</a> ;</p></li>\n <li>\n <p>发电设备： <a data-mention-id=\"GEV\" class=\"teditor-mention\" data-mention-name=\"GE Vernova Inc.\" href=\"https://laohu8.com/S/GEV\">$GE Vernova Inc.(GEV)$</a> <a data-mention-id=\"CAT\" class=\"teditor-mention\" data-mention-name=\"卡特彼勒\" href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a> ;</p></li>\n <li>\n <p>分布式能源： <a data-mention-id=\"BE\" class=\"teditor-mention\" data-mention-name=\"Bloom Energy Corp\" href=\"https://laohu8.com/S/BE\">$Bloom Energy Corp(BE)$</a> <a data-mention-id=\"FLNC\" class=\"teditor-mention\" data-mention-name=\"Fluence Energy, Inc.\" href=\"https://laohu8.com/S/FLNC\">$Fluence Energy, Inc.(FLNC)$</a> 等等</p></li>\n</ul>\n<p></p>\n<p>各位小虎们，</p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">美国缺电，一直都是前期市场的投资主线，现在大家看好“各家自建电厂”的AI算力竞赛吗？</span></strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">电力股，你有相关布局吗？<span class=\"teditor-emoji\">[开心]</span></span></strong></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！</strong></p></body></html>","htmlText":"<html><head></head><body><blockquote>\n <p><strong>科技巨头要开始拼电力了？</strong></p>\n</blockquote>\n<p>本周三， <a data-mention-id=\"GOOG\" class=\"teditor-mention\" data-mention-name=\"谷歌\" href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> 、 <a data-mention-id=\"MSFT\" class=\"teditor-mention\" data-mention-name=\"微软\" href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 、 <a data-mention-id=\"META\" class=\"teditor-mention\" data-mention-name=\"Meta Platforms, Inc.\" href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$</a> 、 <a data-mention-id=\"AMZN\" class=\"teditor-mention\" data-mention-name=\"亚马逊\" href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 、 <a data-mention-id=\"ORCL\" class=\"teditor-mention\" data-mention-name=\"甲骨文\" href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$</a> 、xAI 和 OpenAI等多家科技巨头在白宫签署了<strong>“能源承诺协议”</strong>-特朗普要求各家自建发电厂，来满足人工智能的需求，并将多余的电力卖回电网，在座各位共同承担新建电力基础设施的成本，不要将费用转嫁给普通民众。<span class=\"teditor-emoji\">[可爱]</span></p>\n<p>（目前据报道，马斯克旗下xAI刚刚已经承诺为其主要超级计算机和数据中心开发1.2吉瓦的电力。）</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2fac9a40db9ccbdbb55460001d1574a3\" tg-width=\"494\" tg-height=\"287\"></p>\n<p></p>\n<p>目前自建电厂是否能满足AI数据中心激增的电力需求，还存疑（特朗普表示AI电力需求到2035年可能增长三倍），但如果真的实施下去，AI数据中心的电力供给模式可能会发生结构性变化：<strong>从依赖公共电网转向自建或专用电力系统</strong>，那么或许以后卡AI算力瓶颈的，会从芯片转移到电力，相关概念股比方说：</p>\n<ul style=\"\">\n <li>\n <p>电力设备： <a data-mention-id=\"ETN\" class=\"teditor-mention\" data-mention-name=\"伊顿\" href=\"https://laohu8.com/S/ETN\">$伊顿(ETN)$</a> <a data-mention-id=\"HUBB\" class=\"teditor-mention\" data-mention-name=\"哈勃集团\" href=\"https://laohu8.com/S/HUBB\">$哈勃集团(HUBB)$</a> <a data-mention-id=\"EMR\" class=\"teditor-mention\" data-mention-name=\"艾默生电气\" href=\"https://laohu8.com/S/EMR\">$艾默生电气(EMR)$</a> ;</p></li>\n <li>\n <p>电力工程： <a data-mention-id=\"PWR\" class=\"teditor-mention\" data-mention-name=\"广达公司\" href=\"https://laohu8.com/S/PWR\">$广达公司(PWR)$</a> <a data-mention-id=\"MTZ\" class=\"teditor-mention\" data-mention-name=\"MasTec Inc\" href=\"https://laohu8.com/S/MTZ\">$MasTec Inc(MTZ)$</a> ;</p></li>\n <li>\n <p>发电设备： <a data-mention-id=\"GEV\" class=\"teditor-mention\" data-mention-name=\"GE Vernova Inc.\" href=\"https://laohu8.com/S/GEV\">$GE Vernova Inc.(GEV)$</a> <a data-mention-id=\"CAT\" class=\"teditor-mention\" data-mention-name=\"卡特彼勒\" href=\"https://laohu8.com/S/CAT\">$卡特彼勒(CAT)$</a> ;</p></li>\n <li>\n <p>分布式能源： <a data-mention-id=\"BE\" class=\"teditor-mention\" data-mention-name=\"Bloom Energy Corp\" href=\"https://laohu8.com/S/BE\">$Bloom Energy Corp(BE)$</a> <a data-mention-id=\"FLNC\" class=\"teditor-mention\" data-mention-name=\"Fluence Energy, Inc.\" href=\"https://laohu8.com/S/FLNC\">$Fluence Energy, Inc.(FLNC)$</a> 等等</p></li>\n</ul>\n<p></p>\n<p>各位小虎们，</p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">美国缺电，一直都是前期市场的投资主线，现在大家看好“各家自建电厂”的AI算力竞赛吗？</span></strong></p>\n<p><strong><span class=\"color-mark\" style=\"color: rgb(230, 126, 35);\">电力股，你有相关布局吗？<span class=\"teditor-emoji\">[开心]</span></span></strong></p>\n<p><strong>评论区分享你的观点，一起赢取1000虎币奖励！</strong></p></body></html>","text":"科技巨头要开始拼电力了？ 本周三， $谷歌(GOOG)$ 、 $微软(MSFT)$ 、 $Meta Platforms, Inc.(META)$ 、 $亚马逊(AMZN)$ 、 $甲骨文(ORCL)$ 、xAI 和 OpenAI等多家科技巨头在白宫签署了“能源承诺协议”-特朗普要求各家自建发电厂，来满足人工智能的需求，并将多余的电力卖回电网，在座各位共同承担新建电力基础设施的成本，不要将费用转嫁给普通民众。[可爱] （目前据报道，马斯克旗下xAI刚刚已经承诺为其主要超级计算机和数据中心开发1.2吉瓦的电力。） 目前自建电厂是否能满足AI数据中心激增的电力需求，还存疑（特朗普表示AI电力需求到2035年可能增长三倍），但如果真的实施下去，AI数据中心的电力供给模式可能会发生结构性变化：从依赖公共电网转向自建或专用电力系统，那么或许以后卡AI算力瓶颈的，会从芯片转移到电力，相关概念股比方说： 电力设备： $伊顿(ETN)$ $哈勃集团(HUBB)$ $艾默生电气(EMR)$ ; 电力工程： $广达公司(PWR)$ $MasTec Inc(MTZ)$ ; 发电设备： $GE Vernova Inc.(GEV)$ $卡特彼勒(CAT)$ ; 分布式能源： $Bloom Energy Corp(BE)$ $Fluence Energy, Inc.(FLNC)$ 等等 各位小虎们， 美国缺电，一直都是前期市场的投资主线，现在大家看好“各家自建电厂”的AI算力竞赛吗？ 电力股，你有相关布局吗？[开心] 评论区分享你的观点，一起赢取1000虎币奖励！","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/539347432571136","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["META","AMZN","BE","EMR","PWR","ORCL","HUBB","MTZ","CAT","GEV","MSFT","FLNC","GOOG","ETN"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":539347432571136,"totalAmount":1000,"balance":220,"end":false,"deadline":1774496345190,"remainingNumber":74},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1006,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":92,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"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":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/539466592367440"}
精彩评论