聚焦伯恩斯坦_2026年第一季度公用事业资本支出状况——以数据中心为主导的更多多年度升级,聚焦新一代支出。Y/Y changes: utility spend growing across categories in ‘26; generation seeing strongest growth, distribution re-accelerating. Utilities are anticipating growing their capex budgets most in generation (36% Y/Y in ‘26) and transmission (25% Y/Y in ‘26).
聚焦伯恩斯坦_2026年第一季度公用事业资本支出状况——以数据中心为主导的更多多年度升级,聚焦新一代支出。Y/Y changes: utility spend growing across categories in ‘26; generation seeing strongest growth, distribution re-accelerating. Utilities are anticipating growing their capex budgets most in generation (36% Y/Y in ‘26) and transmission (25% Y/Y in ‘26).
聚焦伯恩斯坦_2026年第一季度公用事业资本支出状况——以数据中心为主导的更多多年度升级,聚焦新一代支出。Y/Y changes: utility spend growing across categories in ‘26; generation seeing strongest growth, distribution re-accelerating. Utilities are anticipating growing their capex budgets most in generation (36% Y/Y in ‘26) and transmission (25% Y/Y in ‘26).
覆盖 2026 年,全文共 52 页。
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重点分析了数据中心等议题。