比尔·珀金斯:电力是智能时代的核心要素
比尔·帕金斯(Bill Perkins),Skylar Capital Management 的首席执行官兼首席交易员表示,随着人工智能的发展,电力需求将激增,电力是一种通胀对冲工具,天然气供应充足,而油价则受到协调政策反应的限制
Bill Perkins, CEO and Head Trader at Skylar Capital Management, said electricity demand will surge with AI, power is an inflation hedge, natural gas supply is strong, and oil prices remain capped by coordinated policy responses.
