专家：特朗普若胜选，这些股票将受益

英为财情08-27

英为财情Investing.com—投资专家Louis Navellier撰文，分享了他对即将到来的美国总统选举如何影响股票市场的看法，特别是与云计算和AI基础设施相关的股票。在周一的播客中，Louis Navellier指出，如果特朗普重返白宫，一些关键股票可能会受益，主要原因是其政府预计将重点提升美国发电量，以支持电力需求日益增长的云计算中心。 Louis Navellier概述了特朗普...

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Navellier概述了特朗普雄心勃勃的计划，即将美国的发电量翻一番，特别强调利用廉价的天然气。","collect":0,"end_time":0,"defaultTopTitle":"investing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4123":"调查和咨询服务","LU0053671581.USD":"摩根大通美国小盘成长股 A(dist)","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","PWR":"广达公司","LU1861214812.USD":"Blackrock Future of Transport A2 USD","ETN":"伊顿","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU2065731478.USD":"ALLSPRING (LUX) WORLDWIDE FUND - SMALL CAP INNOVA \"I\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4096":"电气部件与设备","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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Navellier概述了特朗普雄心勃勃的计划，即将美国的发电量翻一番，特别强调利用廉价的天然气。这一举措的背后逻辑是为日益增多的云计算中心提供电力，而这些中心对于AI技术的发展至关重要。\n云计算和AI需要巨大的计算能力，这反过来需要大量的能源资源。因此，特朗普策略利用大量廉价但供应过剩的天然气，可能对多个行业产生巨大影响。\n这一预期中的发电量激增将直接有利于那些支持云计算基础设施的公司。Louis Navellier选出了了一些有望在这一发展中受益的股票。\n\nInvestingPro中盘股之星策略，AI精选一批中盘股，十年总报酬达560%。订阅用户点此查看具体名单。\n\nCrowdstrike Holdings\n作为网络安全领域的领导者，随着AI技术的扩展和对安全云环境需求的增长，Crowdstrike可能会迎来更多需求。AI融入更多的商业流程可能会引发更高的安全顾虑，从而推动对Crowdstrike服务的需求。\n Eaton  (NYSE:ETN)\nEaton是提供电力管理技术，也可能受益。为了满足AI的需求，数据中心持续扩张，提高电力管理效率越来越重要，因此Eaton有望成为重要受益方。\nEmcor\nEmcor是电气和机械建筑服务的公司，Emcor将迎来优质增长机会。云计算基础设施的扩展需要广泛的建筑和电气服务，因此利好Emcor。\nNutanix (NASDAQ:NTNX)\nNutanix以企业云软件而闻名，随着企业不断寻求更高效和可扩展的云解决方案，Nutanix有望受益于云计算的增长。Nutanix提供多功能且强大的云基础设施，因此在特朗普主导的经济环境中有望脱颖而出。\nParsons (NYSE:PSN)\nParsons专注关键基础设施和技术驱动解决方案，在AI普及和云基础设施持续增长的背景下，可能会看到其服务需求激增，特别是在政府和大型私营部门项目中。\n Quanta Services  (NYSE:PWR)\nQuanta专注电力和基础设施项目，预计能从发电行业和配电行业扩张中受益。随着能源基础设施需求的增长，Quanta的服务预计将更受欢迎，股价可能上升。\nSuper Micro Computer (NASDAQ:SMCI)\n超微电脑(Super Micro Computer)提供高性能服务器技术，也有望随着AI和云计算的发展，成为需求增加的关键受益方。\nVertiv Holdings (NYSE:VRT)\nVertiv专门从事关键数字基础设施解决方案，预计公司将从数据中心的扩展中受益。作为云计算基础设施的重要企业，Vertiv的产品和服务将是支持AI驱动的需求增长所必需的。\nNavellier还提到特朗普胜选对能源行业的更广泛影响，特别是原油。由于地缘政治紧张局势和供应中断，今年原油价格上涨了7%，特朗普的潜在政策可能进一步推动对天然气的需求，影响整个能源行业。\n能源政策与技术基础设施的交集可能创造一个独特的投资环境，利好在这两个领域中占据强势地位的公司。\n***\n最后一周！InvestingPro最低半价特惠即将截止，机不可失。\n点击此处进一步了解InvestingPro。\n编译：刘川\n英为财情Investing.com：Instagram@investingcomhk； X账号@InvestingCN","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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