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A股異動丨高温持續,電力股逆勢上升,樂山電力、明星電力升超4%
高温持續,電力股催生新升浪,A股市場電力股今日逆勢上升,其中,西昌電力升停,樂山電力、明星電力升超4%,華銀電力升超2%,閩東電力、川投能源、深南電A、中國廣核、上海電力、國投電力升超1%。還值得注意的是,在AI高速發展下,對不同行業產生漣漪效應,與之匹配的產業鏈上下游企業均有望受惠,當中包括能源產業。AI大週期正加快推動電力需求,數據中心擴張、人工智能計算需求的能源強度提高等,共同為能源業帶來非一般的盈利增長機會。目前,金融市場十分關注因人工智能而直接受益的行業,其中包括為電網提供基本負載電力的企業。據國際能源署(IEA)估計,訓練一個AI模型所使用的電量,比100個家庭的一年用電量還要多。以傳統的搜尋網絡為例,每次平均耗電約0.3瓦時(Wh),對比OpenAI開發的ChatGPT,每個請求需耗電2.9瓦時,考慮到每天搜索90億次,一年需額外耗電近100億千瓦時(TWh)。另外,向微軟數據中心供應核電的Constellation Energy預估,美國境內AI用電量未來可能是新能源車充電量的5至6倍。

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