· 个股论点
几点看法： 1. 表后储能(behind the meter)似乎只是应对AI数据中心(AI DCs)巨大吉瓦(GW)级电力需求的权宜之计。 2. 电网(grid)需要大规模升级难道不是看空理由吗？这可能反而赋予它们更强的定价权(pricing power)。 3. 小型模块化反应堆(SMR)和固态氧化物电解池(SOEC)可能要到2029年之后才普及，这是一个为期2年的交易机会。 $XLU是一只ETF，所以我不需要像挑选$BE那样去精选个股。我做多的是电力/电网板块，而不是押注具体的个股。
few things: 1. behind the meter seems like a bandaid for the massive GW power required by AI DCs. 2. grid needing massive upgrades isn't a bear case? probably gives them even more pricing power 3. soec and smr are probably later on past 2029, this is a 2year trade. $XLU is an ETF so I don't need to pick individual winners like $BE. I'm long power/grid as a sector rather than getting the individual names right.