$PWR

更看好 Quanta Services:除数据中心扩张外,在电力短缺背景下它还绑定公共电力与公用事业网络建设。它掌握大量熟练安装劳动力,供货速度快于许多竞争对手,因此这轮扩张对它的提振应大于其他数据中心建设标的。

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《Ways to Navigate Choppy AI Trade as Crude Spikes; CIEN & PWR Hidden AI Opportunities》
Schwab Network发布 2026-10-23 · 1 段内容
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你还更看好 Quanta Services,持续聚焦于人工智能的扩张。你看好 Quanta 的哪些方面?除了与数据中心的扩张相关联之外,Quanta 还与公共电力以及电力公用事业网络的扩张相关联。

简单来说,目前可用的电力不够。安装时,安装工作是由具备相关知识和技能的人来完成的,也就是我们在这个领域所说的熟练劳动力。这正是 Quanta Services 真正擅长的地方;它掌握着大量这类劳动力,并且有能力比许多其他竞争对手更快地提供这些劳动力。

因此,它们处于非常有利的位置,能够从中受益,而这种扩张应该会推动它们比任何其他与整体建设数据中心相关的公司走得更远。

You also prefer Quanta Services, with a continued focus on expanding artificial intelligence. What do you like about Quanta? Well, in addition to being linked to the expansion of data centers, Quanta is also linked to public electricity and the expansion of the electrical utility network .

Simply put, there is not enough power available at the moment. When you install it, the installation method is done by people who have the knowledge and skills, what we call skilled labor in this field.

This is where Quanta Services truly excels; it controls a lot of that labor and has the ability to provide it faster than many other competitors. Therefore, they are very well positioned to take advantage of this , and this expansion should propel them further than any other company associated with building data centers as a whole.

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