EPISODE · Oct 28, 2025 · 4 MIN
摩根士丹利：AI用电荒来临，算力时代的“电力套利”
from 左兜进右兜
研报来源：Morgan Stanley，《Powering AI: Capitalizing on Market Weakness》，2025年10月23日本期内容：主播左兜儿幕后制作右兜如需获得更多及时研报、英文原文，欢迎加入我的星球研报圈子《左兜进右兜/美股研报》量化模型交易信号，模型交易实时日志，欢迎加入的的Discord社区，微信咨询：Right_pocket090在小宇宙查看该单集文稿
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摩根士丹利：AI用电荒来临，算力时代的“电力套利”
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