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Golden Eagle Fund: 'Power Shortage' Dynamics Escalate, Heralding Robust Growth Prospects for Power Grid Equipment and Allied Sectors
11 hour ago /
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Author：小编
On March 18th, Golden Eagle Fund highlighted that the ongoing expansion of overseas power grids and the construction of computing infrastructure have intensified the 'power shortage' dilemma. This situation has, in turn, sparked bullish expectations for sectors including power grid equipment. The burgeoning demand for artificial intelligence computing power, along with escalating prices in the memory chip market, has firmly established the upward trajectory of the memory industry chain. Furthermore, propelled by domestic energy security strategies and policies, industry chains such as coordinated computing power and electricity management, as well as green power, are also emerging as sectors worthy of close attention.
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