飙涨400% 这家“AI卖铲人”成为日本今年最受欢迎股票

Cnbeta.com.tw - 25 november 2024

飙涨400% 这家“AI卖铲人”成为日本今年最受欢迎股票

人工智能的全球繁荣让一家有着139年历史、默默无闻的日本公司成为了股市明星。为数据中心生产电线电缆的日本藤仓株式会社(Fujikura Ltd.,简称藤仓) 是日经225指数中今年表现最好的公司，该公司股价今年以来飙升了400%以上。它将于11月25日加入MSCI全球标准指数，成为日本唯一的新成员，而其他八家日本公司将被剔除。随着科技公司和公用事业公司投入大量资金建设必要的基础设施以支持人工智能，该公司是典型的“镐和铲”投资。根据分析，人工智能所需的数据中心、电力供应和通信网络的建设将至少需要1万亿美元的支出…

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