從數據中心到水電站，電池巨頭寧德時代正在電動汽車（EV）熱潮之後，押注未來潛在的增長引擎。據分析人士稱，自去年6月以來，至少有7筆由寧德時代主導、涉及非電池行業的股權投資交易宣佈落地，總金額超過170億元人民幣（約25億美元）。這些投資涉及的領域包括人形機器人、國有水電站、人工智能數據中心（AIDC）以及大語言模型開發商DeepSeek。 惠譽亞太區企業評級董事楊菁表示，“作爲行業龍頭，要維持市場份額和利潤率，就需要儘早發現新的高增長前沿領域，並搶佔先發優勢。 AIDC具備高增長、高壁壘的特點，因此有望成爲繼電動汽車和儲能系統之後的‘第三增長曲線’ 。如果AIDC相關的儲能需求能夠像預期一樣快速增長，寧德時代圍繞AIDC進行的投資將有助於其在後電動汽車時代進一步鞏固市場主導地位。” 對於水電站的投資，總部位於香港的諮詢公司WaterRock Energy Economics董事Lucas Zhang表示，這些項目可以爲寧德時代提供價格較低的綠色電力，幫助公司降低碳足跡，以滿足歐盟相關法規以及自身的脫碳目標。寧德時代未來還可能更加深入地參與到以零碳排放爲目標的產業園區建設中，因爲電池儲能

European equity opens Aug 27 (Thu): Germany DAX 30 opened at 26,348.00, up 32.09 pts (+0.12%); UK FTSE 100 opened at 10,839.75, down 38.37 pts (-0.35%); France CAC 40 opened at 8,455.87, down 6.52 pts (-0.08%); Euro STOXX 50 opened at 6,485.25, up 14.51 pts (+0.22%); Spain IBEX 35 opened at 20,074.68, up 7.38 pts (+0.04%); Italy FTSE MIB opened at 52,896.00, up 13.01 pts (+0.02%).

The Wall Street Journal, citing people familiar with the matter, reports the Trump administration has repeatedly told mediators it will not accept the terms of the June memorandum of understanding with Iran and is instead applying economic pressure while watching to see if that strategy works. The June MOU would have offered sanctions relief and access to frozen overseas funds in exchange for reopening the Strait of Hormuz and launching talks on nuclear issues and ending hostilities; it collapsed after Iranian attacks on ships. Iran insists the U.S. must resume implementation, arguing the deal’s fifth article effectively lets Tehran set conditions for reopening the strait. The Islamic Revolutionary Guard Corps says Iran will only reopen the strait if the U.S. resumes the pact, grants oil-export waivers and ends the maritime blockade. Pakistan, Oman and Qatar have undertaken mediation with limited progress. Analysts cited by the WSJ say the June MOU is effectively defunct and both sides appear to be preparing for escalation.