美国电力需求每年增长2.4%,由AI,电气化驱动,需要50B美元投资;Quanta Services, Emcor Group, American Super导体公司,预期受益。 U.S. electricity demand to rise 2.4% annually, driven by AI, electrification, needing $50B investments; Quanta Services, Emcor Group, American Superconductor Corp. expected to benefit.
预计到2030年,美国电力需求将每年增加2.4%,这受到AI和电气化趋势的驱动,需要500亿美元的新投资。 U.S. electricity demand is projected to rise by 2.4% annually through 2030, driven by AI and electrification trends, necessitating $50 billion in new investments. 准备受益的三只股票是：Quanta Services，电力基础设施的领导者;Emcor Group，提供多样化的电气服务;以及以其先进的电网技术而闻名的 American Superconductor Corp.。 Three stocks poised to benefit are: Quanta Services, a leader in electric infrastructure; Emcor Group, which provides diverse electrical services; and American Superconductor Corp., known for its advanced grid technologies. 这些公司完全有能力利用这一日益增长的需求。 These companies are well-positioned to capitalize on this growing demand.