中文翻译
能源/电力/电网板块将成为2026年及以后的重要主题，因为推理/训练需要吉瓦(GW)级数据中心(DC)。$BE 是主要受益者，且可能处于核心地位。我个人最终选择了 $XLU 整个板块，而不是挑选个股（主要是因为我个人对能源类个股缺乏足够的领域知识）。
· 方法论
看好能源电网板块，因缺乏个股知识而选择ETF。
英文原文
Energy/Power/Grid sector will be a massive theme in 2026 onward as inference/training require GW scale DCs. $BE is a large beneficary and likely at the center of it. I personally ended up going with the $XLU sector as a whole rather than picking individual names (mainly because i don’t personally have enough domain knowledge in energy names)