[AI power demand generates equipment orders, gas turbine industry chain investment opportunities attract attention] October 28th, currently, the construction of AI data centers is accelerating, driving demand for power supply equipment to grow, and gas turbine industry chain investment opportunities have attracted attention. Recently, Jerry Co., Ltd. has promoted the fulfillment of large orders and production capacity construction, China Super League Holdings has expanded parts and components cooperation, Steam Turbine Technology has accelerated the commercialization of independent gas turbines, and the multi-link layout of the industrial chain has continued to advance. Analysts believe that the contradiction between the growing demand for AI power in North America and the long expansion period of the power grid will bring opportunities for gas turbine on-site power supply. Against the background of tight supply of overseas equipment, domestic companies with independent technology, production expansion capabilities and delivery advantages are expected to expand overseas markets. In the future, they need to pay attention to the progress of order fulfillment, production capacity release and the implementation of overseas projects. (China Securities Journal)