Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
Utilities Outpace S&P 500, Fueled By AI: These 2 Stocks Lead The Charge
Vistra stock has rocketed 205.61% this year, becoming the top-performing stock in the S&P 500. With its focus on nuclear energy, it's carving a niche in powering AI data centers.While the S&P 500 is up 20.30% year-to-date, utilities — tracked by Utilities Select Sector SPDR Fund (NYSE:XLU) — have surged by 26.99%.
雖然標普500指數今年截至日期上漲20.30％，但公用事業——由公用事業精選行業指數etf-spdr（紐交所：XLU）跟蹤——已上漲26.99％。
The sector is outpacing the market's biggest names, including tech and communication services.
該板塊正超越市場中最大的股票，包括科技和通訊服務。
The leaders posting significant gains in this space include NextEra Energy Inc (NYSE:NEE), Southern Co (NYSE:SO) and Duke Energy Corp (NYSE:DUK). But it's Vistra Corp. (NYSE:VST) and Constellation Energy Corp (NASDAQ:CEG) that are embracing the AI revolution to supercharge their growth.
在這一領域取得顯著收益的領軍公司包括NextEra Energy Inc（紐交所：NEE）、southern co. corporate units 2019 series a 01/08/2022（紐交所：SO）和Duke Energy Corp（紐交所：DUK）。 但是，正是Vistra Corp.（紐交所：VST）和Constellation Energy Corp（納斯達克：CEG）正在 embracing the 人工智能 revolution 以加速他們的增長。
Vistra, Constellation: The New Tech Titans?
Vistra、Constellation：新科技巨頭？
Vistra stock has rocketed 205.61% this year, becoming the top-performing stock in the S&P 500. With its focus on nuclear energy, it's carving a niche in powering AI data centers.
Vistra股價今年已飆升205.61％，成爲標普500指數中表現最佳的股票。 憑藉其專注於核電的業務，它正在打造一個爲人工智能數據中心提供動力的市場細分。
Constellation Energy is up 119.86%, and has similarly thrived. The company struck deals with Microsoft Corp (NASDAQ:MSFT) to fuel the tech giant's AI and cloud infrastructure with clean nuclear energy.
Constellation Energy上漲119.86％，並且同樣取得了成功。 該公司與微軟公司（納斯達克：MSFT）達成協議，爲這家科技巨頭的人工智能和雲基礎建設提供清潔核能。
Read Also: Microsoft Taps Constellation For 20-Year Carbon-Free Power – 3,400 Jobs Coming To Pennsylvania
閱讀更多：微軟選擇Constellation提供爲期20年的無碳電力——3400個工作崗位即將到賓夕法尼亞州
These partnerships make utilities a surprising AI play, blending old-school reliability with cutting-edge tech applications. The newfound relevance of nuclear power in the AI era is a growth driver that no one saw coming.
這些夥伴關係使公用事業成爲一個令人驚訝的人工智能投資，將傳統可靠性與尖端科技應用相融合。 核電在人工智能時代的新興重要性是一個意想不到的增長驅動因素。
Are Utilities The New Safe Haven?
公用事業是新的安全避風港嗎？
While utilities have long been a defensive play, their AI adoption has turned them into a growth story.
儘管公用事業長期以來一直是一種防禦性投資，但它們的人工智能採用已經將其轉變爲增長故事。
Funds like the Virtus Reaves Utilities ETF (NYSE:UTES), an actively managed fund, are gaining attention. With over 40% year-to-date returns, it's outperforming traditional market-weighted sector peers. UTES' smart bets on Vistra and Constellation have paid off handsomely, proving that even "boring" sectors can surprise investors.
像southern co. corporate units 2019 series a 01/08/2022（紐交所：UTES）這樣的基金是備受關注的主動管理基金。截至目前，該基金回報率超過40%，表現優於傳統市場權重的同板塊基金。UTES對維斯特拉和星座的明智押注帶來了豐厚回報，證明即使是「乏味」的板塊也能讓投資者感到意外。
Looking ahead, the rise of electrification-themed ETFs, such as those filed by Global X and Tema, suggests that utilities may continue to thrive in the AI-driven future.
展望未來，像全球貨幣和Tema提交的以電氣化爲主題的etf表明，公用事業在人工智能驅動的未來可能繼續蓬勃發展。
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譯文內容由第三人軟體翻譯。