富国银行:AI投资热潮将外溢推动传统工业股上涨

格隆汇
Aug 05
富国银行策略师Ohsung Kwon看好不断增加的数据中心建设将为工业板块带来利好。他表示,目前生产用于建设数据中心的机器、设备和工具的资本品企业是“最贴近人工智能概念”的股票之一。据富国银行估计,制造业活动在7月以超过四年来最快速度扩张,而非人工智能相关资本支出较去年同期增长10%。此外,商业和工业贷款增长也有所加速。近几个月,交易员开始青睐所谓“传统经济”板块,推动工业板块股票今年上涨20%,涨幅仅落后于能源和信息技术板块。Kwon估计,目前约有40座新的超大型数据中心正在建设,另有超过100座处于规划阶段,主要集中在得州、佐治亚州、弗吉尼亚州和宾夕法尼亚州。“如果来自已投入运营的数据中心所在地区的经济收益确实成为新趋势,那么我们目前正处于这种外溢影响的非常非常早期阶段。”

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