摩根士丹利上调全球电力需求预测，称电力行业或进入“超级周期”
BlockBeats报道称，摩根士丹利预计2030年全球用电量将达36万亿度，并认为AI、产业迁移和制冷需求将推动电力需求增长。该行称亚洲将贡献2025年至2030年约64%的新增用电需求。
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BlockBeats报道称，摩根士丹利预计2030年全球用电量将达36万亿度，并认为AI、产业迁移和制冷需求将推动电力需求增长。该行称亚洲将贡献2025年至2030年约64%的新增用电需求。
BlockBeats, citing a Morgan Stanley research report, said that AI AI agents, cooling demand, and industrial reshoring may drive global power demand into a supercycle. The bank expects 2030 electricity consumption to reach 36300000000000 units, and said that some incremental demand has not yet been reflected in the valuations of related companies.