【研选行业+公司】科技巨头“保电”首选，需求激增26GW！中国零部件与整机龙头卡位全球供应链

Group 1 - North America faces a power gap of 88GW, with a demand surge of 26GW, making this method the preferred choice for tech giants to ensure power supply [1] - Chinese component and complete machine leaders are positioning themselves in the global supply chain [1] Group 2 - AI platform and intelligent agent layout is being implemented, with quarterly AI revenue exceeding 100 million, projected to reach 500-600 million by 2026 [1] - The company is accelerating plans for H-share listing to enhance global expansion, with institutions forecasting a compound annual growth rate of over 25% in net profit over the next three years [1]