Core Viewpoint - The ongoing power crisis in North America, driven by the surge in AI computing power, is creating new opportunities for public funds to explore Chinese power equipment assets abroad [1] Group 1: Industry Trends - The demand for AI computing power is continuously increasing, leading to significant changes in the energy sector [1] - Global grid upgrades are accelerating, indicating a shift in energy infrastructure that aligns with technological advancements [1] Group 2: Investment Strategies - Several leading public funds have recently adjusted their portfolios, prioritizing the power equipment sector as a key investment area [1] - This strategic shift suggests that the intersection of technology and energy will play a crucial role in the market dynamics of 2026 [1]
北美“电荒”催生大机遇 公募密集加仓电力赛道
Zheng Quan Shi Bao Wang·2026-01-18 23:40