这些股票有足够的实力为AI提供动力，值得再关注一次
“股票已经遭到抛售，但门槛并没有改变。”
这场 AI 建设热潮让建筑公司赚得盆满钵满。但对它们的股东来说，最近的景象更像是一场血洗。工程、采购与施工（EPC）公司因承建数据中心电力系统而获利，但股价却从高点下跌了60%，成为华尔街 AI 基础设施交易中受冲击最严重的股票之一。
尽管面临利率上升和项目延迟的挑战，分析师仍预计该行业的盈利增长将保持强劲。Jefferies预测，承包商的利润增速将超过标普500成分股的两倍。Quanta Services和Sterling Infrastructure等公司在财报季表现出色，显示出强劲的订单储备和盈利能力。
如何在这个波动的市场中找到最优的EPC股票？关键在于了解承包商的市场服务、扩展能力及盈利转化水平。Comfort Systems和MasTec等公司在不同领域的表现各有千秋，投资者需谨慎评估。
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These stocks have enough power to drive AI. They deserve attention again.
“Equities have been sold, but the threshold has not changed.”
This Al construction boom is making construction companies rich. But for their shareholders, the recent scene is more like a bloodbath. Engineering, Procurement and Construction (EPC) has benefited from the construction of the data centre power system, but the stock price has fallen by 60 per cent from the high point, becoming one of the most affected stocks in Wall Street AI infrastructure transactions.
Despite the challenges of rising interest rates and project delays, analysts expect the industry to maintain strong profitability. Jefferies predicts that the contractor ' s profits will increase at a rate greater than twice the standard 500 component shares. Companies such as Quanta Services and Sterling Infrastructure performed well during the fiscal season, showing strong order reserves and profitability.
How to find the best EPC shares in this volatile market? The key is to understand the contractor ' s market services, expansion capacity and profit conversion levels. Companies such as Comfort Systems and MasTec are performing differently in different areas and investors need to be carefully assessed.
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