AI投资的下一个主战场，还有两只股很便宜

金融界08-31

由于人工智能的兴起，公用事业股成为了一个炙手可热的投资标的，因为AI的兴起带来了对大量的电力需求。例如，Vanguard公用事业ETF今年迄今已飙升近21%，超过了标普500指数的18%。但Morningstar的Dave Sekera表示，这个板块现在已经涨得太高了。他表示，Morningstar最近将公用事业板块的推荐评级从年初的“增持”下调为“减持”。数据中心拥有人工智能工作负载所需的大量...

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