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大摩看好AI「卖铲人」交易!这「12档」美股潜在涨幅逾40%、最高达260.6%

2026-09-29 22:54:04 网络 阅读(1)

摩根士丹利表示,人工智慧(AI)「卖铲人」交易热度依然不减。该行在9月24日给客户的一份报告中指出,虽然目前适合开始布局AI采用企业及软体股,以迎接下一波AI行情,但投资人同样应持续关注处于资料中心能源瓶颈核心的相关股票。

大摩看好AI「卖铲人」交易!这「12档」美股潜在涨幅逾40%、最高达260.6%

根据《Business Insider》报导,摩根士丹利分析师在报告中指出,未来数年市场对算力的需求可能大幅超过供给。

摩根士丹利认为,资料中心建设速度受到几项因素限制,包括电力供应有限、能够建造资料中心的劳工供应紧张,以及监管障碍。

从历史来看,在科技发展周期中,当市场焦点转向受惠于科技采用的企业后,基础建设相关交易通常开始落后。

然而,该行表示,此次资料中心建设受到供给限制,加上需求持续强劲,将继续推动这类交易。

摩根士丹利表示:「我们预期,市场领导地位不会像过去几个运算周期一样,沿着单一路径转移。相反地,我们预期未来6至12个月,AI采用企业与AI『卖铲人』股票将呈现『杠铃式』的相对强势表现。」

在AI电力瓶颈题材下,摩根士丹利列出分析师评为「加码」的相关股票。以下为其中12档美股,摩根士丹利给予的目标价相较当前股价至少具有40%上涨空间:

公司 产业 摩根士丹利目标价 潜在涨幅
新纪元能源(NEE-US) 再生能源开发商/独立电力生产商 111美元 40.0%
GE Vernova (GEV-US) 离网发电 1,350美元 42.1%
康明斯(CMI-US) 储能 761美元 44.6%
威廉斯(WMB-US) 中游能源 103美元 45.1%
Liberty Energy (LBRT-US) 离网发电 30美元 66.3%
Riot Platforms (RIOT-US) 供电外壳服务商(PSP) 43美元 72.5%
ERock (EROC-US) 离网发电 23美元 79.3%
Clearway Energy (CWEN-US) 再生能源开发商/独立电力生产商 58美元 89.2%
INNIO (INIO-US) 离网发电 47美元 140.9%
Hut 8 (HUT-US) 供电外壳服务商 273美元 156.1%
Cipher Mining (CIFR-US) 供电外壳服务商 54美元 182.9%
TeraWulf (WULF-US) 供电外壳服务商 62.50美元 260.6%

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摩根士丹利列12档AI电力瓶颈概念股为「加码」,TeraWulf目标价62.50美元、潜在涨幅260.6%。",
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    "content": "<p>摩根士丹利表示,人工智慧(AI)「卖铲人」交易热度依然不减。该行在9月24日给客户的一份报告中指出,虽然目前适合开始布局AI采用企业及软体股,以迎接下一波AI行情,但投资人同样应持续关注处于资料中心能源瓶颈核心的相关股票。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6617474/l/210bd2f801c3e78612e176b327c2b725.jpg\" alt=\"大摩看好AI「卖铲人」交易!这「12档」美股潜在涨幅逾40%、最高达260.6%\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>根据《Business Insider》报导,摩根士丹利分析师在报告中指出,未来数年市场对算力的需求可能大幅超过供给。</p>\n\n<p>摩根士丹利认为,资料中心建设速度受到几项因素限制,包括电力供应有限、能够建造资料中心的劳工供应紧张,以及监管障碍。</p>\n\n<p>从历史来看,在科技发展周期中,当市场焦点转向受惠于科技采用的企业后,基础建设相关交易通常开始落后。</p>\n\n<p>然而,该行表示,此次资料中心建设受到供给限制,加上需求持续强劲,将继续推动这类交易。</p>\n\n<p>摩根士丹利表示:「我们预期,市场领导地位不会像过去几个运算周期一样,沿着单一路径转移。相反地,我们预期未来6至12个月,AI采用企业与AI『卖铲人』股票将呈现『杠铃式』的相对强势表现。」</p>\n\n<p>在AI电力瓶颈题材下,摩根士丹利列出分析师评为「加码」的相关股票。以下为其中12档美股,摩根士丹利给予的目标价相较当前股价至少具有40%上涨空间:</p>\n\n<table>\n<thead>\n<tr>\n<th>公司</th>\n<th>产业</th>\n<th>摩根士丹利目标价</th>\n<th>潜在涨幅</th>\n</tr>\n</thead>\n<tbody>\n<tr>\n<td>新纪元能源(<a data-symbol-template=\"USS:NEE:STOCK:COMMON\" href=\"#\">NEE-US</a>)</td>\n<td>再生能源开发商/独立电力生产商</td>\n<td>111美元</td>\n<td>40.0%</td>\n</tr>\n<tr>\n<td>GE Vernova (<a data-symbol-template=\"USS:GEV:STOCK:COMMON\" href=\"#\">GEV-US</a>)</td>\n<td>离网发电</td>\n<td>1,350美元</td>\n<td>42.1%</td>\n</tr>\n<tr>\n<td>康明斯(<a data-symbol-template=\"USS:CMI:STOCK:COMMON\" href=\"#\">CMI-US</a>)</td>\n<td>储能</td>\n<td>761美元</td>\n<td>44.6%</td>\n</tr>\n<tr>\n<td>威廉斯(<a data-symbol-template=\"USS:WMB:STOCK:COMMON\" href=\"#\">WMB-US</a>)</td>\n<td>中游能源</td>\n<td>103美元</td>\n<td>45.1%</td>\n</tr>\n<tr>\n<td>Liberty Energy (<a data-symbol-template=\"USS:LBRT:STOCK:COMMON\" href=\"#\">LBRT-US</a>)</td>\n<td>离网发电</td>\n<td>30美元</td>\n<td>66.3%</td>\n</tr>\n<tr>\n<td>Riot Platforms (<a data-symbol-template=\"USS:RIOT:STOCK:COMMON\" href=\"#\">RIOT-US</a>)</td>\n<td>供电外壳服务商(PSP)</td>\n<td>43美元</td>\n<td>72.5%</td>\n</tr>\n<tr>\n<td>ERock (<a data-symbol-template=\"USS:EROC:STOCK:COMMON\" href=\"#\">EROC-US</a>)</td>\n<td>离网发电</td>\n<td>23美元</td>\n<td>79.3%</td>\n</tr>\n<tr>\n<td>Clearway Energy (<a data-symbol-template=\"USS:CWEN:STOCK:COMMON\" href=\"#\">CWEN-US</a>)</td>\n<td>再生能源开发商/独立电力生产商</td>\n<td>58美元</td>\n<td>89.2%</td>\n</tr>\n<tr>\n<td>INNIO (<a data-symbol-template=\"USS:INIO:STOCK:COMMON\" href=\"#\">INIO-US</a>)</td>\n<td>离网发电</td>\n<td>47美元</td>\n<td>140.9%</td>\n</tr>\n<tr>\n<td>Hut 8 (<a data-symbol-template=\"USS:HUT:STOCK:COMMON\" href=\"#\">HUT-US</a>)</td>\n<td>供电外壳服务商</td>\n<td>273美元</td>\n<td>156.1%</td>\n</tr>\n<tr>\n<td>Cipher Mining (<a data-symbol-template=\"USS:CIFR:STOCK:COMMON\" href=\"#\">CIFR-US</a>)</td>\n<td>供电外壳服务商</td>\n<td>54美元</td>\n<td>182.9%</td>\n</tr>\n<tr>\n<td>TeraWulf (<a data-symbol-template=\"USS:WULF:STOCK:COMMON\" href=\"#\">WULF-US</a>)</td>\n<td>供电外壳服务商</td>\n<td>62.50美元</td>\n<td>260.6%</td>\n</tr>\n</tbody>\n</table>\n<div class=\"related-articles seo-links\">\n  <h4>相关阅读</h4>\n  <ul>\n    <li><a href=\"/new/mg/article-5776.html\" title=\"马斯克斥资千亿打造晶片厂 瑞银看好半导体设备市场规模翻倍 \">马斯克斥资千亿打造晶片厂 瑞银看好半导体设备市场规模翻倍 </a></li>\n    <li><a href=\"/new/mg/article-2088.html\" title=\"华府也想分AI一杯羹 为何华尔街认为是好消息?\">华府也想分AI一杯羹 为何华尔街认为是好消息?</a></li>\n    <li><a href=\"/new/mg/article-3629.html\" title=\"华尔街又见迷因股狂潮!温蒂汉堡股价一度暴涨42%\">华尔街又见迷因股狂潮!温蒂汉堡股价一度暴涨42%</a></li>\n    <li><a href=\"/new/mg/article-3843.html\" title=\"Aimfinity更新公司治理与营运进展 新增两位独立董事、Docter 商业化持续推进\">Aimfinity更新公司治理与营运进展 新增两位独立董事、Docter 商业化持续推进</a></li>\n    <li><a href=\"/new/mg/article-7064.html\" title=\"Gemini 3.5 Pro难产数月 谷歌为何陷入「烧开海洋」内耗?\">Gemini 3.5 Pro难产数月 谷歌为何陷入「烧开海洋」内耗?</a></li>\n    <li><a href=\"/new/mg/article-10706.html\" title=\"反驳降评传言!外媒爆料苹果2027年iPhone 20周年大改款仍在 采全玻璃设计\">反驳降评传言!外媒爆料苹果2027年iPhone 20周年大改款仍在 采全玻璃设计</a></li>\n  </ul>\n</div>",
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    "createdAt": "2026-09-29T14:10:07.000Z",
    "updatedAt": "2026-09-29T14:54:04.000Z"
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