Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️
As semi-companies continue to hit record highs, some analysts are looking beyond chips to other sectors to find the next wave of possible AI beneficiaries. ![]()
![]()
![Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️](https://sgsnsimg.moomoo.com/sns_client_feed/102817630/20240419/30105ac23b014f688ed3633cc686238b.jpg/big?area=101&is_public=true)
According to Morgan Stanley’s research, the full-scale application of AI will lead to exponential growth in data centers, and investment opportunities may arise in the area of “data center infrastructure. 📈 ![]()
This includes server rooms, servers, networks, and internet power. The following chart lists the related core companies. Interested partners can follow together! ![]()
![Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️](https://sgsnsimg.moomoo.com/sns_client_feed/102817630/20240419/3db78a31f2224ad688983a3af4e880da.png/big?area=101&is_public=true)
Maybe it's time to not only focus on $NVIDIA(NVDA.US$ , $Taiwan Semiconductor(TSM.US$ and $MicroStrategy(MSTR.US$ .
![Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️](https://sgsnsimg.moomoo.com/sns_client_feed/102817630/20240419/d580677e88914f85be50f71ef43002d0.jpg/big?area=101&is_public=true)
Especially electricity section, these three energy stocks: $Vistra Energy(VST.US$ , the leading utility in the U.S., $Constellation Energy(CEG.US$ , the largest carbon-free nuclear power giant in the U.S., and $NRG Energy(NRG.US$ , the largest green power company in the U.S.. They are up more than 96%, 65%, and 41%, respectively, this year! ![]()
![]()
![]()
![]()
Regarding above Power content, this article that teacher @Invest With Cici shared with us analyzing Electricity Stocks is quite detailed, useful, and latest. Also recommend it to you~ ![]()
![Next wave of AI beneficiaries: Data Center Infrastructure. 🖥️💾🗂️](https://sgsnsimg.moomoo.com/sns_client_feed/102817630/20240419/d5ee61aa2ac74b92b2cf190366d7cc1e.png/big?area=101&is_public=true)
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment