The Motley Fool发布 2026-10-29
《Alphabet Almost Sets a Record No One Wants》
$STRS中性
AI 摘要 · Sterling目前83%的收入来自AI数据中心基础设施，高于一年前的60%，其数据看起来非常亮眼。但这一建设预计只持续几年且属一次性，按永续盈利估值很难。0.9倍的订单出货比是一个警示信号——积压订单消耗快于新增——不过一个季度并不值得惊慌；收购承包商可能降低这一风险。
Sterling 因财报上涨约6%，KLA Corporation 上涨7%。
Sterling's up about 6% on their earnings and KLA Corporation is up 7%.
Matt，我想在这里收尾，因为你提到了 Sterling Infrastructure，我觉得如果我们要谈这种“一锤子买卖”、做完一件事就结束的情况，Sterling 可能是我们这里谈到的三家公司之一。
And that's where I want to finish here Matt because you brought to the world sterling infrastructure which I think if we're going to talk about that one and done sort of we're going to do one thing and then it's over.
Sterling might be the one of the three that we're talking about here.