【研选行业+公司】美国启动“电力加速计划”，哪些中国公司有望先吃肉？

Group 1 - The article discusses the "Electric Power Acceleration Plan" initiated by the United States, which presents opportunities for Chinese supply chain companies to benefit from external demand [1] - It highlights the potential for certain Chinese supply chain companies to gain significant advantages in the market as a result of this plan [1] Group 2 - The article emphasizes the trillion-dollar cloud service market, indicating that companies positioned within the Huawei ecosystem are expected to see substantial growth [1] - Institutions project a compound annual growth rate (CAGR) of 25.5% for net profit from 2024 to 2027 for these companies, suggesting a clear growth path from digital goods to "Internet of Things + cloud terminals" [1]