中文翻译
埃隆在敲响警钟，指出电力/电网对美国在AI领域的统治地位至关重要时，完全正确。 我此前对$XLU（电网/电力公用事业ETF）发出的“千载难逢”行情预测正在实时兑现。 新的看涨期权（Calls）仅在一周内就已上涨约100%+。 电力发电和电网是工业产能的衡量标准，美国有充分的动力对其进行现代化改造和扩张。
· 个股论点
看好$XLU，认为电网升级是AI时代美国工业产能的关键。
涉及标的： $XLU
英文原文
Elon is completely right when he sounds the alarm that power/grid is vital for US dominance in AI. My call for the once in a lifetime run for $XLU (grid/power utilities ETF) is playing out real time. New calls are already up ~100%+ in the week alone. Power generation and the grid is a measurement of industrial capacity and the US has every motivation to modernize and expand it.