Group 1 - Electric equipment stocks saw significant gains, with Dongfang Electric rising by 15.97% to HKD 25.42, Harbin Electric up by 10.95% to HKD 15.81, and Shanghai Electric increasing by 8.93% to HKD 4.39 [1] - Nvidia is planning a closed-door summit in Santa Clara, California, to address the "data center power shortage" that may hinder AI development, gathering executives from startups focused on power and electrical engineering [1] - The International Energy Agency (IEA) predicts that global power demand for data centers, AI, and cryptocurrency will surge from 460 TWh in 2022 to between 620 TWh and 1,050 TWh by 2026 [1] Group 2 - The current electricity shortage in the U.S. is becoming a clear and certain fact, expected to expand before 2030, leading to a more defined investment logic in the industry chain [2] - Data centers typically rely on backup power systems, primarily diesel generators, during peak demand or main power interruptions; however, regulatory constraints on diesel generators are expected to increase the adoption of gas turbines in backup power systems for AIDC projects [2]
港股异动 | 电力设备股午后涨幅扩大 数据中心电力短缺问题凸显 未来燃气轮机采用率将逐步提高