PLD向AI数据中心与能源领域扩张，创造长期上行空间；该股目前相对其潜力被低估。
逐段跳播
现在，转到 Patreon 平台，我问了会员们，在社区钱包新增的十只标的中，我们应该更多地买入哪一只，结果 Prologis 胜出，领先于 Broadcom 和 Oracle，后两者并列第二。
我真的很喜欢“Prologis”（PLD）这家公司。它们是物流和工业仓储领域的先驱，我最近刚专门为它们做了一期视频，在视频里我谈到它们现在正扩展到人工智能数据中心，甚至为这些数据中心供电。
它们在能源板块也正成为更大的参与者。我的意思是，它们在实现自身业务多元化方面如此成功，真是令人惊叹。我认为这非常了不起。我认为管理层在那里做得非常出色。所以，我真的很喜欢看到它们所做的一切，我认为从长远来看，这一切都为这只标的增添了大量上行潜力。
它们正在做的一切，以及它们正在扩展进入的领域，我相信都可能成为推动股价涨得比现在高得多的强大驱动力。因此，我觉得它还没有得到应有的关注。它们最大的客户是 Amazon。我喜欢它们的地方有很多。总之，你们投票支持了，我们就买入了更多，
Now, moving to the Patreon platform, I asked members which of the ten new additions to the Community Wallet we should buy more of, and here Prologis won ahead of Broadcom and Oracle, which tied for second place.
I really like the company "Prologis" (PLD). They are pioneers in logistics and industrial warehousing, and I just recently made a dedicated video about them, in which I talked about how they are now expanding into AI data centers and even powering them.
They are also becoming a bigger player in the energy sector . I mean, it's amazing how successful they've been in diversifying their own businesses. I think this is exceptional.
I think the management is doing an incredible job there. So, I really like to see everything they do, and I think it all adds a lot of upside potential to this name in the long run.
Everything they are doing , and the areas they are expanding into, I believe could turn into powerful drivers for the stock to rise much higher than it is today. Therefore , I feel that it has not yet received the attention it deserves .
Their biggest customer is Amazon. There is a lot I like about them . Anyway, you voted in favor , we bought more of it,
说到这个，以下是过去一个月所有买入的明细，其中Prologis和Vesi Properties领跑，各自新增买入25美元。当然，Prologis是这次调查的赢家，而且派息非常丰厚。
Speaking of which, here are the details of all the purchases during the past month, with Prologis and Vesi Properties leading the way with new purchases of $25 each. Prologis, of course, was the winner of the survey and pays great dividends,
而且，我看到的其中机会最大的领域非常明确，就是这一批诱人的房地产投资信托，包括Prologis和Alexandria，各下跌3%，Realty下跌4%，Extra Space Storage下跌6%，Healthcare Realty下跌9%，American Tower下跌12%，以及Vesi Properties下跌20%。
我至今仍难以相信Vesi跌得这么低，但话说回来，由于利率环境，所有这些股票都承受了相当大的压力。不过，它们的物业是必不可少的。它不会消失。它无法被人工智能取代。事实上，其中一些可能还会受益于人工智能。
但我们说的是必不可少的通信塔、光纤线路、巨大的工业仓库、一流的赌场和度假村、生命科学实验室，以及仓储设施。这些都是世界上一切事物的非常基础的东西。而且这些资产让你拥有市场上最好、最灵活的出租率。
你有巨额派息和便宜的估值。我的意思是，如果这些都不是买入机会，我不知道在这个市场上还有什么值得买。如果你不认为这些股票有价值，那市场上就没有价值了。所以，这就是我的看法，是的，这些正是我在10月以及今年余下时间将重点关注的许多标的。
And again, the very clear area where I see the biggest opportunity of all is in this tempting group of real estate investment trusts, including Prologis and Alexandria, down 3% each, Realty down 4%, Extra Space Storage down 6%, Healthcare Realty down 9%, American Tower down 12%, and Vesi Properties down 20%.
I still ca n't believe how low Vesi has fallen, but again, all of these stocks have been under considerable pressure due to the interest rate environment. However , its properties are essential.
It will not disappear. It cannot be disabled by artificial intelligence. In fact, some of them may benefit from artificial intelligence. But we are talking about essential communications towers, fiber optic lines, huge industrial warehouses, first-class casinos and resorts , life science laboratories , and storage facilities.
These are all very basic things for everything in the world. And you have some of the best and most flexible occupancy rates in the market with these assets. You have huge dividend payouts and cheap valuations.
I mean, if these aren't buying opportunities, I don't know what is to be bought in this market. There will be no value in the market if you do not see value in these stocks. So, that's my opinion, and yes, these are a lot of the names I'll be focusing on heavily during October and the rest of the year.
这个频道对 $PLD 的历次判断
Ale's World of Stocks 在这只股票上共 3 条判断，这里只列相邻的几条。