人工智能AI 趋势越发展，越依赖电力。
电力就是 AI 的“石油”，谁能提供更稳定、清洁、便宜的电力，谁就能支撑 AI 的爆发。
未来的 AI + 电力 投资逻辑：
上游：清洁能源、核电
中游：电网、储能
下游：数据中心用电 + 冷却
The more AI develops, the more it depends on electricity.
Electricity is the “oil” of AI; whoever can provide more stable, cleaner, and cheaper power can support the AI boom.
Investment logic for AI + electricity in the future:
Upstream: clean energy, nuclear power
Midstream: power grid, energy storage
Downstream: electricity consumption and cooling for data centers