AI热潮中的意外赢家：投资这些潜力股赚取丰厚回报

金十数据05-17

想在AI热潮中获利吗？像超微电脑(SMCI.O)和英伟达英伟达(NVDA.O)这样的AI股显而易见，但如何看待另一只标普500股票Vistra Energy(VST.N)呢？由于AI热潮，Vistra今年的股价飙升了140%以上，比英伟达今年90%的涨幅还要好。然而，Vistra并不生产AI模型甚至半导体，它是一家位于德克萨斯州欧文的电力和发电公用事业公司。公用事业公司如Vistra与AI有...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2436296736?lang=zh_CN&edition=full","thumbnail":"https://cdn-news.jin10.com/c40c0b04-c780-4fae-8a17-73b8cb5cb986.png/lite","is_english":false,"pubTime":"2024-05-17 15:51","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2436296736","market":"us","top_or_hot":-1,"title":"AI热潮中的意外赢家：投资这些潜力股赚取丰厚回报","media":"金十数据","content":"<div>\n<p>想在AI热潮中获利吗？像超微电脑(SMCI.O)和英伟达英伟达(NVDA.O)这样的AI股显而易见，但如何看待另一只标普500股票Vistra Energy(VST.N)呢？\n由于AI热潮，Vistra今年的股价飙升了140%以上，比英伟达今年90%的涨幅还要好。然而，Vistra并不生产AI模型甚至半导体，它是一家位于德克萨斯州欧文的电力和发电公用事业公司。\n公用事业公司如Vistra与AI有...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=139029&type=news&data_type=0\">网页链接</a>\n\n</div>\n","source":"xnew_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI热潮中的意外赢家：投资这些潜力股赚取丰厚回报</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI热潮中的意外赢家：投资这些潜力股赚取丰厚回报\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-17 15:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=139029&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>想在AI热潮中获利吗？像超微电脑(SMCI.O)和英伟达英伟达(NVDA.O)这样的AI股显而易见，但如何看待另一只标普500股票Vistra Energy(VST.N)呢？\n由于AI热潮，Vistra今年的股价飙升了140%以上，比英伟达今年90%的涨幅还要好。然而，Vistra并不生产AI模型甚至半导体，它是一家位于德克萨斯州欧文的电力和发电公用事业公司。\n公用事业公司如Vistra与AI有...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=139029&type=news&data_type=0\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CEG","symbol_name":"Constellation Energy Corp","start_time":0,"source_url":"https://xnews.jin10.com/webapp/details.html?id=139029&type=news&data_type=0","article_id":"2436296736","we_media_id":null,"thumbnails":["https://cdn-news.jin10.com/c40c0b04-c780-4fae-8a17-73b8cb5cb986.png/lite"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2436296736","pubTimestamp":1715932261,"sourceInfo":{"source_id":"xnew_highlight","name":"金十要闻"},"weMediaInfo":null,"summary":"分析师指出，公用事业公司正在成为AI热潮中的新宠，为投资者提供了意想不到的获利机会。","collect":0,"end_time":0,"defaultTopTitle":"jin10.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"CEG":"Constellation Energy Corp","XLU":"公共事业指数ETF-SPDR","SPXU":"三倍做空标普500ETF","BK4549":"软银资本持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","NRG":"NRG能源","MSFT":"微软","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4548":"巴美列捷福持仓","SMCI":"超微电脑","LU0082616367.USD":"摩根大通美国科技A（dist）","BOTZ":"Global X Robotics & Artificial Intelligence Thematic ETF","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","SPY":"标普500ETF","OEF":"标普100指数ETF-iShares","BK4532":"文艺复兴科技持仓","D":"道明尼资源",".SPX":"S&P 500 Index","OEX":"标普100","RSPU":"Invesco S&P 500 Equal Weight Utilities ETF","BK4534":"瑞士信贷持仓","NVDA":"英伟达","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","UPRO":"三倍做多标普500ETF","LU0251142724.SGD":"Fidelity America A-SGD","LU2384288077.EUR":"AZ EQUITY GLOBAL INFRASTRUCTURE \"A-INS\" (EUR) ACC","IVV":"标普500指数ETF","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU1621768206.USD":"AZ EQUITY GLOBAL INFRASTRUCTURE \"AAZ\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","SDS":"两倍做空标普500ETF","BK4081":"电力公用事业","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","FDN":"First Trust Dow Jones Internet I","SH":"标普500反向ETF","VST":"Vistra Energy Corp.","AMZN":"亚马逊","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","DUK":"杜克能源","XLK":"高科技指数ETF-SPDR","META":"Meta Platforms","SSO":"两倍做多标普500ETF","SO":"美国南方公司","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","GOOGL":"谷歌A","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD"},"translate_title":"Unexpected winners in the AI boom: Investing in these potential stocks earns big returns","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":1,"XLU":1,"XLK":1,"VST":1,"SO":1,"SMCI":1,"RSPU":1,"NVDA":1,"NRG":1,"MSFT":1,"META":1,"GOOGL":1,"CEG":1,"DUK":1,"D":1,"BOTZ":1,"FDN":0.9,"SPY":0.9,"OEF":0.6,"OEX":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SSO":0.6,"UPRO":0.6,".SPX":0.6,"IVV":0.6,"ESmain":0.6},"content_text":"想在AI热潮中获利吗？像超微电脑(SMCI.O)和英伟达英伟达(NVDA.O)这样的AI股显而易见，但如何看待另一只标普500股票Vistra Energy(VST.N)呢？\n由于AI热潮，Vistra今年的股价飙升了140%以上，比英伟达今年90%的涨幅还要好。然而，Vistra并不生产AI模型甚至半导体，它是一家位于德克萨斯州欧文的电力和发电公用事业公司。\n公用事业公司如Vistra与AI有什么关系？构建AI模型需要大量电力，电力是AI的“燃料”,因此投资者越来越多地将公用事业公司视为利用AI热潮的新方式。\nLPL Financial策略师Adam Turnquist表示：“公用事业公司的增长轨迹无法与这些AI的代表性公司相比，但投资者开始关注这个领域，作为AI热潮的潜在衍生投资。”\nAI热潮中的公用事业股\n公用事业板块成为标普500指数中因AI狂热而意外获胜的板块。Utilities Select Sector SPDR Fund（XLU）今年迄今已上涨14.4%，是11个标普500板块中表现最好的，甚至超过了今年上涨10.6%的科技板块Technology Select Sector SPDR Fund（XLK）。今年标普500指数中排名前十的股票中有三只是公用事业公司：Vistra、Constellation Energy(CEG.O)和NRG Energy(NRG.N)。\n对AI电力需求的需求已经开始增加。道明尼资源(D.N)首席执行官Bob Blue在5月2日指出，数据中心客户的需求大幅增长，其中许多数据中心支持AI工作。他说：“历史上，一个数据中心的需求通常为30兆瓦或更大。然而，我们现在接到的单个需求为60到90兆瓦甚至更大，而且这还没有停止。我们定期接到支持包括多个建筑物的大型数据中心园区的请求，总容量范围从300兆瓦到几吉瓦不等。”\n据摩根大通向《经济学人》透露，Alphabet(GOOGL.O)、亚马逊(AMZN.O)、Meta Platforms(META.O)和微软(MSFT.O)在2022年使用了90太瓦时的电力，相当于哥伦比亚国家的用电量。《经济学人》援引国际能源署的数据表示，到2026年，全球数据中心的用电量可能达到800太瓦时。\n通过ETF投资标普500公用事业股\n对于希望从这一令人惊讶的AI股票热潮中获利的投资者来说，ETF是一个不错的选择，但不是以显而易见的方式。\nVetta Fi的Todd Rosenbluth表示：“公用事业公司可能会受益于与人工智能相关企业的更高电力成本。”他说：“但与半导体不同，它们支付股息并有稳定的盈利记录。公用事业公司是一个更具防御性的板块，在市场波动时期表现良好。”\n经典的AI ETF不会让你参与到公用事业公司的投资中。最大的纯AI ETF——Global X Robotics and Artificial Intelligence（BOTZ）并不持有表现最好的公用事业股票。\nRosenbluth表示，通过ETF参与公用事业公司的AI热潮的一种方式是选择Utilities Select Sector SPDR Fund。不过，该ETF是按市值加权的，这意味着14%的资产在NextEra上。与此同时，美国南方公司(SO.N)和杜克能源(DUK.N)分别占7%的头寸。今年这些股票的涨幅都不如Vistra。NextEra上涨了近27%。\n对于希望更多元化的投资者，可以选择Invesco S&P 500 Equal Weight Utilities ETF（RSPU），它平等持有所有公用事业股票。“所有32只股票的比例大致相等，NextEra Energy和NRG Energy的持股比例略低于4%。”他说。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2436296736"}