美国电力投资三重驱动，中国电力设备乘风而起 ——美国缺电研究系列三 电新首席证券分析师 ：曾朵红 执业证书编号：S0600516080001 联系邮箱：zengdh@dwzq.com.cn 电动车首席证券分析师 ：阮巧燕 执业证书编号：S0600517120002 联系邮箱：ruanqy@dwzq.com.cn 电新证券分析师：司鑫尧 执业证书编号： S0600524120002 联系邮箱：sixy@dwzq.com.cn 联系电话：021-60199793 2026年3月26日 摘要 备注：全文的"预计"如果没有特别说明，均为东吴证券研究所电新组预测 2 ◆ AI算力爆发叠加电网老旧，美国电力供需缺口进入"刚性扩张期"。北美AI的快速发展导致其负荷高速增长，24年发电装机需求 约1200GW，30年则需要增长至1751GW，累计需新增约550GW。同时美国电网处于"超期服役"状态，负荷激增与老旧底座 的碰撞，电网面临巨大的更新和新建压力。CSP为加速并网扫货燃气轮机，需求的爆发和供给释放的缓慢，美国电力系统将迎来 前所未有的挑战。 ◆ AIDC"高压化+自供电"演进，催生变压器需求的"乘数效应"。随着AID ...

Analysts see ways that Microsoft could ultimately improve trends in its cloud and software businesses, but they may take some time to manifest. ...

Elon Musk's legal team is demanding that a judge in the Delaware Court of Chancery, Kathaleen McCormick, recuse herself from two Tesla lawsuits, alleging she showed bias in supporting a LinkedIn post that was critical of Musk."In light of the Court's recent public support of LinkedIn posts that create a perception of bias against Mr. Musk in these cases, recusal is necessary and warranted," Musk's attorney's wrote in their motion for recusal on Wednesday. "These cases should be re-assigned to another random ...

Microsoft Valuation Looks Disconnected From Growth, Margins, and Cash Flow | Investing.com Iran rejects U.S. war proposal, says no talks before conditions met Oil prices slip on hopes for Iran ceasefire, losses capped by Tehran's pushback Gold rises on de-escalation hopes despite Iran's tough rhetoric against the U.S. Stocks end higher on de-escalation hopes despite Iran's pushback against ceasefire Microsoft Valuation Looks Disconnected From Growth, Margins, and Cash Flow By Itai Smidt Stock Markets Publis ...

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard. Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences. At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000 ...

The new collaboration, unveiled Tuesday, could redefine how reactors are designed, permitted, built and operated—and potentially send nuclear-focused stocks soaring as the technology reshapes project economics.OKLO stock is moving. See the chart and price action here. Microsoft and Nvidia are merging their strengths—Microsoft's cloud and AI infrastructure with Nvidia's advanced computing technologies—to simplify processes, reduce manual effort and improve workflow consistency across nuclear projects. The co ...

And then there was one. XAI cofounder Manuel Kroiss has told people he is leaving the company, according to insiders with knowledge of his exit.Kroiss, who is also known as "Makro," is one of 11 engineers who helped launch the company alongside Elon Musk in 2023. With his exit, the number of cofounder departures now sits at 10.Guodong Zhang, Zihang Dai, Toby Pohlen, Jimmy Ba, Tony Wu, and Greg Yang have all stepped away since January.XAI and Kroiss did not immediately respond to requests for comment.Kroiss ...

Microsoft Stock Tracking Worst 6-Month Stretch Since 2009 - Barron's Investors in Asia told UBS they think Microsoft's Copilot should have more subscribers by now. (David Paul Morris/Bloomberg) Skip to Main Content Microsoftstock is tracking its worst six-month stretch since 2009 and facing its worst start to a year ever. This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to ord ...

The Microsoft corporate logo is illuminated at the Fira Gran Via booth during the Mobile World Congress in Barcelona, Spain, on March 5, 2026.Microsoft chief diversity officer Lindsay-Rae McIntyre is the latest executive to leave the software company as it enacts human resources changes to capitalize on growing artificial intelligence demand.McIntyre will leave at the end of March to become a chief people officer at another organization next month, Amy Coleman, Microsoft's executive vice president and chief ...

Microsoft price target lowered on M365, Copilot questions Proactive uses images sourced from Shutterstock UBS analysts maintained a ‘Buy’ rating on Microsoft Corp (NASDAQ:MSFT), while lowering their 12-month price target to $510 from $600, citing investor scrutiny on Microsoft’s M365 and Copilot offerings and broader AI competition. The firm noted the stock trades at 19 times projected 2026 non-GAAP earnings, trading hands at $370 on Wednesday afternoon. “At 19x calendar year 2026 non-GAAP EPS we remai ...