和时间赛跑zilong
05-24
这篇文章不错,转发给大家看看
@徐老猫:
今年让人吃惊的是两个公用事业股的涨势甚至超过了英伟达。Vistra(VST)和Constellation Energy(CEG) 分别上涨了143%和83%。今年整体上公用事业股是表现最好的板块,超过了科技股。 主要原因还是AI。运行AI模型需要大量的电力,根据国际能源署的数据,一次谷歌搜索平均消耗约0.3瓦时的电力,而类似ChatGPT请求则需要2.9瓦时的电力。如果乘以每天近90亿次搜索,相当于AI请求一年需要多消耗10太瓦时电力。 分析师预测Vistra到2024年每股收益将达6.10美元,相当于盈利增长超过106%。AI数据中心正在带着一些公用事业公司转身为高成长股。
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