---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42649409.md"
description: "AI 缺电这个逻辑把电力和材料也带热了，$大唐发电(00991.HK) 发电、$上海电气(02727.HK) 做设备、$沃尔核材(09981.HK) 的核电材料、$星源材质(06067.HK) 的电池隔膜，卖铲子的都想沾一口电💪"
datetime: "2026-07-14T10:40:53.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42649409.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42649409.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42649409.md)
author: "[韭菜日常](https://longbridge.com/zh-CN/profiles/26499240.md)"
---

# AI 缺电这个逻辑把电力和材料也带热了，$大唐发电(00991.HK) 发电、$上海电气(02727…


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