每(mei)經AI快訊，華(hua)泰(tai)證券研報指出(chu)(chu)，1、中(zhong)美(mei)電(dian)(dian)(dian)(dian)力需(xu)求(qiu)整(zheng)體的增(zeng)長(chang)維持強(qiang)勁，傳統能源發電(dian)(dian)(dian)(dian)支撐性明顯，海外天然氣(qi)(qi)發電(dian)(dian)(dian)(dian)裝備的增(zeng)量需(xu)求(qiu)預期(qi)將繼(ji)續提升。但以(yi)電(dian)(dian)(dian)(dian)價彈(dan)性為交(jiao)易核心邏輯的美(mei)國(guo)獨立發電(dian)(dian)(dian)(dian)企業需(xu)要觀察(cha)遠期(qi)價格后續的預期(qi)變(bian)化。2、中(zhong)國(guo)電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)投資(zi)(zi)數據強(qiang)勁，全年電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)投資(zi)(zi)增(zeng)速有望達(da)到10%+，海外電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)投資(zi)(zi)中(zhong)樞也受益(yi)于(yu)電(dian)(dian)(dian)(dian)力需(xu)求(qiu)與基建而繼(ji)續高(gao)增(zeng)長(chang)。結構(gou)上電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)的需(xu)求(qiu)目前(qian)在(zai)歐(ou)美(mei)市(shi)場強(qiang)于(yu)非電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)市(shi)場（美(mei)國(guo)制造(zao)業基建投資(zi)(zi)增(zeng)速回落）。出(chu)(chu)口環節看好核心區域是中(zhong)東(dong)北非、歐(ou)洲的變(bian)壓器及電(dian)(dian)(dian)(dian)氣(qi)(qi)設備出(chu)(chu)口企業，且下(xia)游(you)為電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)客(ke)戶(hu)的成(cheng)長(chang)持續性將更為穩定。國(guo)內環節看好特(te)高(gao)壓與配網(wang)(wang)(wang)投資(zi)(zi)在(zai)整(zheng)體電(dian)(dian)(dian)(dian)網(wang)(wang)(wang)投資(zi)(zi)高(gao)增(zeng)長(chang)下(xia)的結構(gou)性更快增(zeng)速。