---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/42649409.md"
description: "AI 缺電這個邏輯把電力和材料也帶熱了，$大唐發電(00991.HK) 發電、$上海電氣(02727.HK) 做設備、$沃爾核材(09981.HK) 的核電材料、$星源材質(06067.HK) 的電池隔膜，賣鏟子的都想沾一口電💪"
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-HK/profiles/26499240.md)"
---

# AI 缺電這個邏輯把電力和材料也帶熱了，$大唐發電(00991.HK) 發電、$上海電氣(02727…


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