据摩根大通股票分析师Mark Strouse表示:“2025年仍处于周期早期,投资者只需获得AI敞口即可。但到2026年,我们需要看到实际交易公告和订单积累。”当前多数电力股估值已达历史高位,部分公司甚至超过科技巨头。一旦供应短缺从利好转为制约因素,这个"人人有奖"的能源交易可能难以为继。人工智能带来的电力供应短缺推动美股电力板块今年全线上涨,但随着估值已反映大部分乐观预期,投资者明年转向关注企业...
Source Link据摩根大通股票分析师Mark Strouse表示:“2025年仍处于周期早期,投资者只需获得AI敞口即可。但到2026年,我们需要看到实际交易公告和订单积累。”当前多数电力股估值已达历史高位,部分公司甚至超过科技巨头。一旦供应短缺从利好转为制约因素,这个"人人有奖"的能源交易可能难以为继。人工智能带来的电力供应短缺推动美股电力板块今年全线上涨,但随着估值已反映大部分乐观预期,投资者明年转向关注企业...
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