电力出海持续升温

Group 1 - The core topic of the articles revolves around the increasing discussions on electricity shortages in the U.S. and the potential for power export, which is expected to create significant value for companies in the industry [1] - Companies mentioned, such as Jinpan and Igor, have recently performed well, indicating a positive market response to the electricity shortage narrative [1] - The article highlights that the electricity shortage in the U.S. is anticipated to be a main theme in the future, providing considerable value increments for companies within the supply chain [1] Group 2 - Delta's HVDC solutions and the related supply chain companies are discussed, emphasizing the exploration of value in power export and the U.S. electricity system [2] - The acquisition of Power Distribution by Eaton, which marks the arrival of the liquid cooling 2.0 era, is analyzed, suggesting a shift in technology and market dynamics [2] - The article mentions ongoing discussions and data regarding AI-related companies in the context of power export within a dedicated community platform [2]