每日市场主题汇总20251105
"电力基础设施" 相关文章
Cipher Mining、IREN飙升，币圈“血流成河”之际，比特币矿商却“因AI暴涨”
This ETF is handily beating the S&P 500—and analysts say it could be one of the big winners of the AI boom
Why Nvidia is worth $5 trillion: Inside a $35 billion, 1 gigawatt AI data center.
OpenAI's new chip deals raise a tough question: Where will all the power come from?
Study Links Power Outage Data to State of Infrastructure
摩根士丹利：AI让美国的电力资产全被重估了一遍
AI最紧缺的不是其他，而是AI变压器！30%缺口下的AI基建突围战
AI experts return from China stunned: The U.S. grid is so weak, the race may already be over
NSW Targets 16 GW Renewable Energy By 2030 in New Plan
Mitigating Geomagnetic Storm and EMP Risks to the Electrical Grid (Shallow Dive)
9月25日三大报
两部门：到2027年能源领域设备投资规模较2023年增25%以上
风范股份：中标1.86亿元南方电网招标项目
东方铁塔：中标南方电网2.85亿元项目
明阳电气
四川今年首个新建500千伏输变电工程在德阳投运
