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IEObserve 國際經濟觀察@ieobserve P.2197
IEOBSERVE Telegram 2197
未來5-10年最確定的趨勢,就是AI要用電、電動車要用電、機器人要用電,電力的需求讓各種發電與電網基礎建設的投資都大增。

經歷了四月的重挫和反彈,今年以來最強的產業板塊,其實就是傳統防禦屬性強的Utility板塊發電商,其中燃氣發電的巨頭NRG今年漲幅73%甚至超過Palantir

電力產業鏈中的一些主要公司對於電力的展望如何?核能是不是又復興成為了美國電力建設的選項?SMR的進度如何?這篇給大家看看目前的美國電力產業要角眼中的藍圖。
https://ieobserv.com/GasNuke



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未來5-10年最確定的趨勢,就是AI要用電、電動車要用電、機器人要用電,電力的需求讓各種發電與電網基礎建設的投資都大增。

經歷了四月的重挫和反彈,今年以來最強的產業板塊,其實就是傳統防禦屬性強的Utility板塊發電商,其中燃氣發電的巨頭NRG今年漲幅73%甚至超過Palantir

電力產業鏈中的一些主要公司對於電力的展望如何?核能是不是又復興成為了美國電力建設的選項?SMR的進度如何?這篇給大家看看目前的美國電力產業要角眼中的藍圖。
https://ieobserv.com/GasNuke

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