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太平洋证券-新能源+AI三大方向展望:加速增长期来临-250318

AI大时代给新能源产业链带来变革性机会。在未来AI大发展的时代背景下,新能源产业链有望与AIDC、人形机器人、低空经济深度融合,共同推动社会的智能化升级,同时把产业链的成长空间打开。 在各大AI巨头的加速扩大资本开支过程中,新能源+AIDC迎来向上突变。新能源产业链的设备将助力数据中心实现高效、高密度与高可靠,如HVDC、BBU等技术的应用,有望协同推动数据中心向智算数据中心转变。 人形机器人是A

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