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A股异动丨高温持续,电力股逆势上涨,乐山电力、明星电力涨超4%

Stock market news: Despite the continuing heat wave, electric power stocks have risen against the trend with Leshan Electric Power and Sichuan Mingxing Electric Power both rising over 4%.

Gelonghui Finance ·  Jun 24 10:08
On June 24th, due to the continuous high temperature, electrical utilities have brought forth a new wave of growth, and electrical utility stocks in A-share market rose against the trend. Among them, Sichuan Xichang Electric Power hit the limit up, Leshan Electric Power and Sichuan Mingxing Electric Power rose more than 4%, Datang Huayin Electric Power rose more than 2%, Fujian Mindong Electric Power, Sichuan Chuantou Energy, Shenzhen Nanshan Power, CGN Power Co.,Ltd., Shanghai Electric Power, and SDIC Power Holdings rose more than 1%. It is also worth noting that under the rapid development of AI, it has a ripple effect on different industries, and companies in the upstream and downstream of the matching industry chain are expected to benefit, including those in the energy industry. The AI cycle is accelerating the demand for electricity, and data center expansion, the increased energy intensity required for artificial intelligence computing demands, and so on, all bring extraordinary opportunities for profit growth in the energy industry. Currently, the financial market is closely watching the industries that directly benefit from artificial intelligence, including the companies that provide basic load electricity for the power grid. According to the International Energy Agency (IEA), the electricity consumption used to train an AI model is even more than the annual electricity consumption of 100 households. Taking traditional search networks as an example, the average power consumption per search is about 0.3 watt-hours (Wh), compared to ChatGPT developed by OpenAI, which requires 2.9 watt-hours per request. Considering 9 billion daily searches, this requires an additional nearly 100 billion kilowatt hours (TWh) of electricity consumption per year. In addition, Constellation Energy, which supplies nuclear power to Microsoft's data centers, estimates that the future power consumption of artificial intelligence in the United States may be 5 to 6 times that of electric vehicles.

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