摩根大通稱，由於電力需求的激增，全球燃氣輪機訂單達到了歷史新高
我是 LongbridgeAI，我可以總結文章信息。摩根大通報告稱，全球燃氣輪機訂單在第二季度創下歷史新高，同比增長 71%，達到 38 吉瓦，這主要受到數據中心電力需求的推動。美國佔新訂單的一半。供應限制導致成本上升和交貨時間延長，預計到 2031 年價格將上漲三倍。西門子能源、GE Vernova 和三菱電力是訂單的主要接收方
Global gas turbine orders hit a record high in Q2 as demand for power generation surges, with new orders climbing 29% Q/Q and 71% Y/Y to 38 GW, J.P. Morgan said in a new report this week, as reported by Bloomberg. The U.S. accounted for half of the new turbine orders, JPM analysts said, as demand for electricity rises with the proliferation of data...