【選股教練】AI時代的缺電商機解密基建ETF成長邏輯

美股回檔先買什麼？在AI的投資浪潮之下，應該要先從最底層的，也就是電力的基礎建設找好標的。 AI是一場吃電跟吃算力的怪獸級競賽，繼晶片短缺之後，市場下一步將要面臨，變壓器跟電力的嚴重短切。 1.數據中心無限制的擴張驅動著電力需求來到了高速增長期。 2.變壓器還有發電設備的部分嚴重短缺導致交期暴增。 2030年之前，美國的電力需求將打破過去的平穩態勢，而且會以高達17%的年複合增長率快速攀升。在這缺電情況之下，我們應該怎麼樣去找到投資商機？想要追求穩健，但是又不想要放棄AI成長動能的投資朋友，一定要聽這一集！ -- Hosting provided by SoundOn

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【選股教練】AI時代的缺電商機解密基建ETF成長邏輯

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