他长期更看好 GRID：仍有大量资金涌入能源基础设施，能源需求如此之大，许多这类公司目前的估值看起来相当低，而 GRID 覆盖了其中很大一部分建设领域。相比之下，AI 公司则必须关注盈利并达到预期。
逐段跳播
我认为从更长期来看 Grid，估值方面，我看不出，你知道，市面上那些 AI 公司真的将不得不关注自己的盈利，并且它们确实，你知道，要有良好的发展轨迹并达到预期。说到能源基础设施，我认为那将会非常庞大，因为仍会有大量资金涌入其中，而能源需求如此之大，所以我认为目前很多这类公司的估值相当低。
因此，我们非常看好 Grid，因为就那些需要建设的基础设施而言，它覆盖了很多不同的领域。
I I think with with grid longer term, the the valuations I I don't see the, you know, the the AI companies that are out there are really going to have to pay attention to their earnings and that they're actually, you know, have a good trajectory and meeting their expectations.
When it comes to the energy infrastructure, I think that's going to be huge because there's still going to be so much money pouring into it and the energy demand is so big that I I think the valuations are pretty low right now when it comes to a lot of those companies.
So, so we like grid a lot because it it covers a lot of different territory when it comes to that infrastructure that needs to be put in place.