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TCW：美國未來電力需求增加 行業前景趨向正面
即时财经
发布： 2025-11-05 03:47
撰文： 無綫新聞
美國資產管理公司TCW認為，美國未來電力需求增加，令行業前景趨向正面。
TCW總裁兼首席執行官科克表示：「要達成美國人工智能(AI)之夢，我們在能源方面仍有很多工作要做。在我們的組合中亦增持能源製造，及其他替代能源如太陽能和核能。現時在美國約90間核電廠，只有3間在過去十年興建，目前有十間在建中，料未來將更有效製造及儲存能源。需求來自之前提及人工智能，亦來自我們再啟動製造業，以至包括新能源車等電氣化環節。」
TCW總裁兼首席執行官科克表示：「要達成美國人工智能(AI)之夢，我們在能源方面仍有很多工作要做。在我們的組合中亦增持能源製造，及其他替代能源如太陽能和核能。現時在美國約90間核電廠，只有3間在過去十年興建，目前有十間在建中，料未來將更有效製造及儲存能源。需求來自之前提及人工智能，亦來自我們再啟動製造業，以至包括新能源車等電氣化環節。」
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