Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
Vistra stock has rocketed 205.61% this year, becoming the top-performing stock in the S&P 500. With its focus on nuclear energy, it's carving a niche in powering AI data centers.While the S&P 500 is up 20.30% year-to-date, utilities — tracked by Utilities Select Sector SPDR Fund (NYSE:XLU) — have surged by 26.99%.
虽然标普500指数今年截至日期上涨20.30％，但公用事业——由公用事业精选行业指数etf-spdr（纽交所：XLU）跟踪——已上涨26.99％。
The sector is outpacing the market's biggest names, including tech and communication services.
该板块正超越市场中最大的股票，包括科技和通讯服务。
The leaders posting significant gains in this space include NextEra Energy Inc (NYSE:NEE), Southern Co (NYSE:SO) and Duke Energy Corp (NYSE:DUK). But it's Vistra Corp. (NYSE:VST) and Constellation Energy Corp (NASDAQ:CEG) that are embracing the AI revolution to supercharge their growth.
在这一领域取得显著收益的领军公司包括NextEra Energy Inc（纽交所：NEE）、southern co. corporate units 2019 series a 01/08/2022（纽交所：SO）和Duke Energy Corp（纽交所：DUK）。 但是，正是Vistra Corp.（纽交所：VST）和Constellation Energy Corp（纳斯达克：CEG）正在 embracing the 人工智能 revolution 以加速他们的增长。
Vistra, Constellation: The New Tech Titans?
Vistra、Constellation：新科技巨头？
Vistra stock has rocketed 205.61% this year, becoming the top-performing stock in the S&P 500. With its focus on nuclear energy, it's carving a niche in powering AI data centers.
Vistra股价今年已飙升205.61％，成为标普500指数中表现最佳的股票。 凭借其专注于核电的业务，它正在打造一个为人工智能数据中心提供动力的市场细分。
Constellation Energy is up 119.86%, and has similarly thrived. The company struck deals with Microsoft Corp (NASDAQ:MSFT) to fuel the tech giant's AI and cloud infrastructure with clean nuclear energy.
Constellation Energy上涨119.86％，并且同样取得了成功。 该公司与微软公司（纳斯达克：MSFT）达成协议，为这家科技巨头的人工智能和云基础建设提供清洁核能。
Read Also: Microsoft Taps Constellation For 20-Year Carbon-Free Power – 3,400 Jobs Coming To Pennsylvania
阅读更多：微软选择Constellation提供为期20年的无碳电力——3400个工作岗位即将到宾夕法尼亚州
These partnerships make utilities a surprising AI play, blending old-school reliability with cutting-edge tech applications. The newfound relevance of nuclear power in the AI era is a growth driver that no one saw coming.
这些伙伴关系使公用事业成为一个令人惊讶的人工智能投资，将传统可靠性与尖端科技应用相融合。 核电在人工智能时代的新兴重要性是一个意想不到的增长驱动因素。
Are Utilities The New Safe Haven?
公用事业是新的安全避风港吗？
While utilities have long been a defensive play, their AI adoption has turned them into a growth story.
尽管公用事业长期以来一直是一种防御性投资，但它们的人工智能采用已经将其转变为增长故事。
Funds like the Virtus Reaves Utilities ETF (NYSE:UTES), an actively managed fund, are gaining attention. With over 40% year-to-date returns, it's outperforming traditional market-weighted sector peers. UTES' smart bets on Vistra and Constellation have paid off handsomely, proving that even "boring" sectors can surprise investors.
像southern co. corporate units 2019 series a 01/08/2022（纽交所：UTES）这样的基金是备受关注的主动管理基金。截至目前，该基金回报率超过40%，表现优于传统市场权重的同板块基金。UTES对维斯特拉和星座的明智押注带来了丰厚回报，证明即使是“乏味”的板块也能让投资者感到意外。
Looking ahead, the rise of electrification-themed ETFs, such as those filed by Global X and Tema, suggests that utilities may continue to thrive in the AI-driven future.
展望未来，像全球货币和Tema提交的以电气化为主题的etf表明，公用事业在人工智能驱动的未来可能继续蓬勃发展。
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