中信证券：算电协同投资约2万亿元
2026-07-17 01:19:34
中信证券研报称，算电协同是国产算力扩容的关键基础设施，也是耦合电力与算力的主要手段，预测对应总投资规模约为2万亿元。研报预计，中国数据中心“十五五”时期增量规模为78.5GW，对应资本开支10.7万亿元；算电协同投资“十五五”CAGR约42%。
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