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Brookfield Business Partners

23.82

-0.4200-1.73%

盤後：23.820.00000.00%16:43 EDT

成交量：6,752.00

成交額：16.17萬

市值：17.69億

市盈率：-139.66

高：24.33

開：24.00

低：23.71

收：24.24

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Brookfield Business Partners L.P. Limited Partnership盤中異動下午盤大幅下挫6.12%報21.77美元

BBU：切中AIDC發展需求，利好英偉達電源鏈 | 投研報告

中国能源网

【光大證券：未來AI算力與AI電力需求將持續增長】光大證券研報稱，中國DeepSeek高效大模型的出現，已對以美國為代表的西方國家在AI領域的領先地位造成了一定程度衝擊，這將倒逼其進一步加大在AI領域的投資規模與研發力度。全球AI“競賽”愈發激烈，未來AI算力與AI電力需求將持續增長。看好數據中心HVDC以及服務器電源環節。1）HVDC在AI數據中心優勢顯著，滲透率有望持續提升。國內數據中心HVDC發展較快，已有成熟HVDC產品、擁有潛在HVDC產品開發能力的企業將迎來發展機遇。2）在AI數據中心快速發展的趨勢下，國內領先且具備較強研發實力的服務器電源廠商將迎來發展機遇；英偉達服務器升級給BBU和超級電容帶來增量。

Brookfield Business Partners L.P. Limited Partnership盤中異動大幅上漲5.03%報24.22美元

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