中国电力公用事业_人工智能与电力的故事

China Power Utilities Equities The AI power story China An underappreciated long-term story in China: As one of the many aspects of the AI boom – data centers that support the use of AI consume vast amount of electricity. Unlike the US, this topic is less discussed among investors in China. Now, as DeepSeek becomes the game changer for AI deployment in the country, we introduce our forecast for AI-driven power consumption and explore its implications for the electricity markets and power producers in this r ...