This article argues that Segro Plc (SEGXF) is a more attractive investment than Prologis, Inc. (PLD) for participating in the AI boom, despite both being strong industrial REITs with data center growth opportunities. Segro is highlighted for its stronger EPS CAGR, net rental income growth, and a significantly larger data center pipeline proportional to its size. Furthermore, Segro is presented as a relative bargain with a lower valuation multiple and being discounted to book value compared to Prologis.

安博

<p>本文认为，尽管 Segro Plc（SEGXF）和 Prologis, Inc.（PLD）都是强大的工业房地产投资信托（REIT），并且在数据中心增长方面都有机会，但 Segro 在参与人工智能热潮方面是一个更具吸引力的投资选择。Segro 因其更强的每股收益复合年增长率、净租金收入增长以及相对于其规模而言显著更大的数据中心项目管道而受到关注。此外，Segro 被视为相对便宜，估值倍数较低，并且与 Prologis 相比，其账面价值折扣更大</p>

为什么我在 AI 热潮中选择 Segro 而不是安博（NYSE:PLD）