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高盛：中国备用电力充沛，成为与美国AI竞争的优势_蜘蛛资讯网

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66，近三日于0.7940-0.7966窄幅震荡。美联储降息预期与瑞郎避险属性主导走势，美联储12月降息概率升温，瑞士央行维持利率稳定并强化汇率维稳信号。关注0.7966阻力，突破上看0.8012；失守0.7940支撑则下探0.7918。　　美元兑瑞郎核心驱动为美联储政策转向预期与瑞郎避险属性的博弈。美联储已连续四次维持4.25%...

盛的魏宏岑(Hongcen Wei，音译)等分析师在周四的一份研报中写道：“我们预计中国的备用电力容量将保持充足，以满足数据中心及其他行业日益增长的用电需求。”中国目前拥有全球约四分之一的数据中心容量，可能很快就会追上市占率达44%的全球领头羊美国。高盛指出，数据中心目前已占美国用电需求的约6%。用电需求激增，加之缺乏新增发电产能，导致13个区域电网中已有8个的备用电力容量处于或低于临界水平，使其

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