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GUSHEN MY
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GUSHEN MY
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人工智能AI 趋势越发展,越依赖电力。
电力就是 AI 的“石油”,谁能提供更稳定、清洁、便宜的电力,谁就能支撑 AI 的爆发。
未来的 AI + 电力 投资逻辑:
上游:清洁能源、核电
中游:电网、储能
下游:数据中心用电 + 冷却
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