现场直击美伊谈判前的伊斯兰堡

中金：AI服务器电源是下一个千亿元市场_蜘蛛资讯网

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悉，中金公司研报认为，AI服务器电源是下一个千亿元市场，根据测算市场规模有望于2025年—2027年快速提升，模组、芯片市场规模CAGR预计为110%、67%，核心受益环节集中在PSU、PDU、BBU及DC-DC（PDB+VRM）等器件。随着GaN/SiC渗透、800V HVDC+SST架构落地及智能电源管理普及，龙头厂商市占率与业绩有望提升，二线厂商或承接溢出订单。

报称，当前煤炭行业的供给侧收紧成为投资主题，煤炭供大于求的局面有望扭转，随着供给端产能收紧的政策继续在2026年落实，未来也可展望对于进口煤的限制。...

‘운동부 지도자 징계 양정 기준’을 마련하고, 지난달부터 초·중·고교에 적용하도록 권고했다. 학교 운동부 지도자는 교사가 아닌 운동 선수 출신으로 학교장과 계약을 맺고 채용된 이들을 가리킨다. 방과후 시간에 운동부 학생들만을 별도로 가르치는데, 이들이 학생 선수들에게 폭력이나 성폭력을 저지르면 학교운영위원회가 징계 양정 기준을 참고해 징계를 결정해 왔다.

I服务器电源是下一个千亿元市场，根据测算市场规模有望于2025年—2027年快速提升，模组、芯片市场规模CAGR预计为110%、67%，核心受益环节集中在PSU、PDU、BBU及DC-DC（PDB+VRM）等器件。随着GaN/SiC渗透、800V HVDC+SST架构落地及智能电源管理普及，龙头厂商市占率与业绩有望提升，二线厂商或承接溢出订单。

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