1990年代的互联网热潮引发了电力生产泡沫。此次AI热潮,历史会重演吗? 《华尔街日报》分析师Jinjoo Lee近期发布文章分析了当前AI热潮下的电力热和1990年代互联网热潮下的电力热有何异同。 Lee表示,与今天类似,1990年代独立电力生产商股票的预期收益远高于受监管的公用事业公司股票。当时独立电力生产商大规模建造电厂,最终产能过剩,大批公司倒闭。但是如今,电力需求看起来必然会增长,应该...
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