<p>投资者在考虑人工智能股票时，往往关注一些小细节。超密集芯片、精确激光和能够检查晶圆之间毫米间隙的工具常被视为该领域的重要创新，而制造这些产品的公司也因此获得了指数级的股价增长。</p>
<p>然而，投资者也应该考虑使所有这些过程成为可能的基础设施。</p>
<p>数据中心仍然需要大量的基础硬件和维护才能高效运作。人工智能无法在没有电力、大型建筑和适宜环境的情况下运行。这意味着在变压器、涡轮机、电力线路、管道和暖通空调系统等方面需要巨额投资。</p>
<p>获取 <strong>Quanta Services</strong> 的提醒：</p>
<p>根据美国能源信息管理局（EIA）的数据，未来 25 年电力消费预计将每年增长高达 1.6%。数据中心的能源使用被认为是预期增长的重要因素。这些数据突显了支持基础设施建设所需的巨额投资，以下三家公司已经从人工智能的资金流中受益。</p>
<p>以下三家公司各自解决了数据中心建设和运营中的关键瓶颈，为科技行业的投资组合提供了一定的多样性。</p>
<h2>Sterling Infrastructure：为数据中心选址开发奠定基础</h2>
<p>Sterling Infrastructure Inc. NASDAQ: STRL 负责数据中心建设的基础工作——字面意义上的基础。</p>
<p>该公司准备数据中心设施将要建设的地点，安装电气基础设施和铁质及复合材料的基础。</p>
<p>该公司的大部分业务来自德克萨斯州和中大西洋走廊，去年销售额超过 24.9 亿美元。但如果 2026 年第一季度的结果有任何指示，24.9 亿美元的数字到 2026 年底可能看起来微不足道。</p>
<p>Sterling 在第一季度报告了巨大的营收和盈利超预期；季度收入为 8.25 亿美元，而预期为 6.03 亿美元，每股收益（EPS）为 3.59 美元，而预期为 2.29 美元。销售额同比增长超过 90%，其中 E-Infrastructure 部门的增长更是惊人，达到 174%。</p>
<p>管理层将 2026 年全年的收入指引上调至 37 亿至 38 亿美元，比之前的中间预测增加了 20%。</p>
<p>订单簿提供了强大的未来收入可见性，签署的积压订单为 38 亿美元，潜在管道为 65 亿美元。发布后，股价上涨超过 50%，目前股价年初至今上涨超过 170%。管理层提到的一个阻力是，公司在寻找合格的电工和项目经理以跟上需求方面遇到困难，迫使高管在投标工作时变得更加挑剔。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000732_image.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="936" height="534" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000732_image.png"/></p>
<p>在盈利激增之前，STRL 的股票享受着看涨的势头，50 日移动平均线提供了强有力的支撑。长期趋势依然看涨，但人力资源的阻力和技术问题可能限制短期的上涨空间。该股票在相对强弱指数（RSI）上已经深陷超买区域，价格在 890 美元水平被拒绝了两次，暗示短期顶部。</p>
<h2>Quanta Services：将数据中心连接到电网</h2>
<p>如果 Sterling Infrastructure 奠定了基础，Quanta Services Inc. NYSE: PWR 很可能将建筑物连接到电网。</p>
<p>该公司是一家承包商，为超大规模数据中心提供电气基础设施和传输，其最近的收入数据显示数据中心仍然渴求电力。</p>
<p>在 2026 年第一季度，Quanta 报告收入为 78.7 亿美元，每股收益为 2.68 美元，均远超分析师预期。</p>
<p>管理层将全年的指引提高至 347 亿至 352 亿美元，积压订单为 485 亿美元，这个数字在几年前看起来是不可想象的。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000906_image.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000906_image.png"/></p>
<p>PWR 的股票图表比 STRL 更为干净，似乎在盈利激增后获得了动能。</p>
<p>在发布后的这一周，股票进行了整合，使得 RSI 和移动平均收敛发散（MACD）指标回归到更中性的水平。</p>
<p>短期和长期趋势均为看涨，回调的风险低于 STRL。</p>
<h2>Comfort Systems USA：建筑内部的机械和电气服务</h2>
<p>构成人工智能系统的组件可能会变得非常热，需要持续冷却才能正常运作。</p>
<p>Comfort Systems USA Inc. NYSE: FIX 设计并建造复杂的暖通空调系统，为数据中心提供服务，将预制模块与现场施工团队相结合。</p>
<p>MarketBeat 去年讨论了该公司作为一个隐藏的人工智能赢家，但现在这个秘密已经曝光，股票在过去 12 个月中上涨超过 300%。</p>
<p>然而，由于在 2026 年第一季度的电话会议上报告的创纪录的 125 亿美元积压订单，以及其持续增长利润率的能力（第一季度创纪录的 26.3% 毛利率），该股票仍有上涨空间。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000953_image.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="936" height="534" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000953_image.png"/></p>
<p>FIX 的日线图也很平滑，强劲的上升趋势得到了 RSI 和 MACD 的技术信号的支持。两个指标都没有发出超买的红色警报，自五周的整合以来，股价稳步上涨。FIX 的股票一切正常，投资者可能需要等待一段时间才能迎来回调和更好的入场机会。</p>
<h2>你现在应该投资 1000 美元在 Quanta Services 吗？</h2>
<p>在你考虑 Quanta Services 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而广达服务并不在名单上。</p>
<p>虽然广达服务目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

广达服务

美国舒适系统公司

STRL

<p>基础设施公司在数据中心繁荣中蓬勃发展，三家主要企业报告了强劲的 2026 年第一季度财报，并上调了全年指引。Sterling Infrastructure、Quanta Services 和 Comfort Systems USA 正在利用对数据中心建设和运营日益增长的需求，这一需求是由人工智能技术日益增加的能源需求驱动的。每家公司都关注数据中心基础设施的关键方面，展示了显著的收入增长和强劲的订单积压</p>

<p>Investors often focus on the small stuff when considering AI stocks. Ultra-dense chips, precise lasers, and tools capable of inspecting the millimeter gaps between wafers are often viewed as the big innovations in the space, and the companies making these products have seen exponential stock gains.</p>
<div class="lb-trans"><p>投资者在考虑人工智能股票时，往往关注一些小细节。超密集芯片、精确激光和能够检查晶圆之间毫米间隙的工具常被视为该领域的重要创新，而制造这些产品的公司也因此获得了指数级的股价增长。</p>
</div><p>However, investors would also be wise to consider the infrastructure that makes all of these processes possible in the first place.</p>
<div class="lb-trans"><p>然而，投资者也应该考虑使所有这些过程成为可能的基础设施。</p>
</div><p>Data centers still require substantial nuts-and-bolts hardware and maintenance to operate efficiently. AI can’t run without electricity, big buildings, and a Goldilocks environment where the conditions are just right. That means huge investments in things like transformers, turbines, power lines, piping and plumbing, and HVAC systems.</p>
<div class="lb-trans"><p>数据中心仍然需要大量的基础硬件和维护才能高效运作。人工智能无法在没有电力、大型建筑和适宜环境的情况下运行。这意味着在变压器、涡轮机、电力线路、管道和暖通空调系统等方面需要巨额投资。</p>
</div><p>Get <strong>Quanta Services</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>Quanta Services</strong> 的提醒：</p>
</div><p>According to the U.S. Energy Information Administration (EIA), electricity consumption is expected to grow by up to 1.6% annually over the next 25 years. Data center energy usage was cited as a significant factor in the anticipated increase. These figures underscore the massive infrastructure investments required to support the buildout, and the following three companies are already benefiting from the AI cash spigot.</p>
<div class="lb-trans"><p>根据美国能源信息管理局（EIA）的数据，未来 25 年电力消费预计将每年增长高达 1.6%。数据中心的能源使用被认为是预期增长的重要因素。这些数据突显了支持基础设施建设所需的巨额投资，以下三家公司已经从人工智能的资金流中受益。</p>
</div><p>Each of the following three companies solves a critical chokepoint in data center construction and operation, offering some portfolio diversity in a tech sector stack.</p>
<div class="lb-trans"><p>以下三家公司各自解决了数据中心建设和运营中的关键瓶颈，为科技行业的投资组合提供了一定的多样性。</p>
</div><h2>Sterling Infrastructure: Laying the Foundation for Data Center Site Development</h2>
<div class="lb-trans"><h2>Sterling Infrastructure：为数据中心选址开发奠定基础</h2>
</div><p>Sterling Infrastructure Inc. NASDAQ: STRL does the groundwork for data center construction—literally.</p>
<div class="lb-trans"><p>Sterling Infrastructure Inc. NASDAQ: STRL 负责数据中心建设的基础工作——字面意义上的基础。</p>
</div><p>The company prepares the site where data center facilities will be built, installing electrical infrastructure and foundations for iron and composite fittings.</p>
<div class="lb-trans"><p>该公司准备数据中心设施将要建设的地点，安装电气基础设施和铁质及复合材料的基础。</p>
</div><p>Most of the company’s operations come from Texas and the Mid-Atlantic corridor, and it booked more than $2.49 billion in sales last year. But if the Q1 2026 results are any indication, that $2.49 billion figure may look quaint by the end of 2026.</p>
<div class="lb-trans"><p>该公司的大部分业务来自德克萨斯州和中大西洋走廊，去年销售额超过 24.9 亿美元。但如果 2026 年第一季度的结果有任何指示，24.9 亿美元的数字到 2026 年底可能看起来微不足道。</p>
</div><p>Sterling reported a massive top- and bottom-line beat in Q1; $825 million in quarterly revenue vs. $603 million expected, and earnings per share (EPS) of $3.59 vs. $2.29 expected. Sales were up more than 90% year-over-year (YOY), including a stunning 174% acceleration in the E-Infrastructure segment.</p>
<div class="lb-trans"><p>Sterling 在第一季度报告了巨大的营收和盈利超预期；季度收入为 8.25 亿美元，而预期为 6.03 亿美元，每股收益（EPS）为 3.59 美元，而预期为 2.29 美元。销售额同比增长超过 90%，其中 E-Infrastructure 部门的增长更是惊人，达到 174%。</p>
</div><p>Management upped full-year 2026 revenue guidance to $3.7 to $3.8 billion, a 20% increase from the previous midpoint projection.</p>
<div class="lb-trans"><p>管理层将 2026 年全年的收入指引上调至 37 亿至 38 亿美元，比之前的中间预测增加了 20%。</p>
</div><p>The order book offers strong future revenue visibility, with a signed backlog of $3.8 billion and a potential pipeline of $6.5 billion. The stock jumped more than 50% following the release, and shares are now up more than 170% year-to-date (YTD). One headwind noted by management is that the company is struggling to find qualified electricians and project managers to keep up with demand, forcing executives to be selective in bidding jobs.</p>
<div class="lb-trans"><p>订单簿提供了强大的未来收入可见性，签署的积压订单为 38 亿美元，潜在管道为 65 亿美元。发布后，股价上涨超过 50%，目前股价年初至今上涨超过 170%。管理层提到的一个阻力是，公司在寻找合格的电工和项目经理以跟上需求方面遇到困难，迫使高管在投标工作时变得更加挑剔。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000732_image.png" alt="" original-src="https://www.marketbeat.com/logos/articles/20260516000732_image.png"/></p>
<p>STRL shares were enjoying bullish momentum before the earnings bump, with strong support at the 50-day moving average. The long-term trend remains bullish, but staffing headwinds and technical trouble could limit short-term upside. The stock is deep into overbought territory on the Relative Strength Index (RSI), and the price has been rejected twice at the $890 level, hinting at a short-term top.</p>
<div class="lb-trans"><p>在盈利激增之前，STRL 的股票享受着看涨的势头，50 日移动平均线提供了强有力的支撑。长期趋势依然看涨，但人力资源的阻力和技术问题可能限制短期的上涨空间。该股票在相对强弱指数（RSI）上已经深陷超买区域，价格在 890 美元水平被拒绝了两次，暗示短期顶部。</p>
</div><h2>Quanta Services: Connecting Data Centers to the Grid</h2>
<div class="lb-trans"><h2>Quanta Services：将数据中心连接到电网</h2>
</div><p>If Sterling Infrastructure builds the foundation, Quanta Services Inc. NYSE: PWR is likely to connect the building to the power grid.</p>
<div class="lb-trans"><p>如果 Sterling Infrastructure 奠定了基础，Quanta Services Inc. NYSE: PWR 很可能将建筑物连接到电网。</p>
</div><p>The company is a contractor providing electrical infrastructure and transmission to hyperscalers, and its recent revenue figures show that data centers continue to thirst for power.</p>
<div class="lb-trans"><p>该公司是一家承包商，为超大规模数据中心提供电气基础设施和传输，其最近的收入数据显示数据中心仍然渴求电力。</p>
</div><p>In Q1 2026, Quanta reported $7.87 billion in revenue with EPS of $2.68, both well-above analysts’ expectations.</p>
<div class="lb-trans"><p>在 2026 年第一季度，Quanta 报告收入为 78.7 亿美元，每股收益为 2.68 美元，均远超分析师预期。</p>
</div><p>Management increased full-year guidance to $34.7 billion to $35.2 billion, and the backlog stands at $48.5 billion, a figure that would have seemed unfathomable a few years ago.</p>
<div class="lb-trans"><p>管理层将全年的指引提高至 347 亿至 352 亿美元，积压订单为 485 亿美元，这个数字在几年前看起来是不可想象的。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000906_image.png" alt="" original-src="https://www.marketbeat.com/logos/articles/20260516000906_image.png"/></p>
<p>PWR shares have a cleaner chart than STRL, and appear to be gaining momentum following the earnings pop.</p>
<div class="lb-trans"><p>PWR 的股票图表比 STRL 更为干净，似乎在盈利激增后获得了动能。</p>
</div><p>The stock has consolidated in the week following the release, allowing the RSI and Moving Average Convergence Divergence (MACD) indicators to return to more neutral levels.</p>
<div class="lb-trans"><p>在发布后的这一周，股票进行了整合，使得 RSI 和移动平均收敛发散（MACD）指标回归到更中性的水平。</p>
</div><p>The short and long-term trends are both bullish, and there’s less risk of a pullback than STRL.</p>
<div class="lb-trans"><p>短期和长期趋势均为看涨，回调的风险低于 STRL。</p>
</div><h2>Comfort Systems USA: Mechanical and Electrical Services Inside the Building</h2>
<div class="lb-trans"><h2>Comfort Systems USA：建筑内部的机械和电气服务</h2>
</div><p>The components that make up AI systems can get very hot, and they require constant cooling to operate properly.</p>
<div class="lb-trans"><p>构成人工智能系统的组件可能会变得非常热，需要持续冷却才能正常运作。</p>
</div><p>Comfort Systems USA Inc. NYSE: FIX designs and builds intricate HVAC systems for data centers, combining prefabricated modules with on-site construction teams.</p>
<div class="lb-trans"><p>Comfort Systems USA Inc. NYSE: FIX 设计并建造复杂的暖通空调系统，为数据中心提供服务，将预制模块与现场施工团队相结合。</p>
</div><p>MarketBeat discussed the company as a hidden AI winner last year, but now the secret is out, and the stock is up more than 300% in the last 12 months.</p>
<div class="lb-trans"><p>MarketBeat 去年讨论了该公司作为一个隐藏的人工智能赢家，但现在这个秘密已经曝光，股票在过去 12 个月中上涨超过 300%。</p>
</div><p>However, there’s still upside in the stock thanks to its record $12.5 backlog reported during the Q1 2026 conference call on April 23, and its ability to continue growing margins (a record 26.3% gross in Q1).</p>
<div class="lb-trans"><p>然而，由于在 2026 年第一季度的电话会议上报告的创纪录的 125 亿美元积压订单，以及其持续增长利润率的能力（第一季度创纪录的 26.3% 毛利率），该股票仍有上涨空间。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/20260516000953_image.png" alt="" original-src="https://www.marketbeat.com/logos/articles/20260516000953_image.png"/></p>
<p>FIX’s daily chart is also a smooth one, with a strong uptrend supported by technical signals on the RSI and MACD. Neither indicator is flashing overbought red flags, and the stock has been churning steadily higher since a five-week consolidation. It’s all systems go for FIX shares, and investors might have to wait a while for a pullback and better entry.</p>
<div class="lb-trans"><p>FIX 的日线图也很平滑，强劲的上升趋势得到了 RSI 和 MACD 的技术信号的支持。两个指标都没有发出超买的红色警报，自五周的整合以来，股价稳步上涨。FIX 的股票一切正常，投资者可能需要等待一段时间才能迎来回调和更好的入场机会。</p>
</div><h2>Should You Invest $1,000 in Quanta Services Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1000 美元在 Quanta Services 吗？</h2>
</div><p>Before you consider Quanta Services, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考虑 Quanta Services 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Quanta Services wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其向客户推荐的股票。MarketBeat 已经识别出五只顶级分析师悄悄向客户推荐的股票，建议在更广泛的市场注意到之前购买……而广达服务并不在名单上。</p>
</div><p>While Quanta Services currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然广达服务目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

推动数据中心建设热潮的 3 只基础设施股票