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中金公司:美國設備投資有望重啟 電力設備供需趨緊迎來發展機遇
中金公司研報稱,美國設備投資有望重啟,電力設備供需趨緊迎來發展機遇。2024年9月美國啟動降息週期,根據中金宏觀組預測,在結構性需求增量與美國經濟回暖的共同提振下,美國有望開啟新一輪的設備投資週期。中金公司認為,降息週期下再工業化提速和電源投資重啟,美國電力設備需求高增;而美國本土供給緊張局面短期或難以緩解,中國電力設備企業有望受益於供給缺口帶來的出海機遇。
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