---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42376786.md"
description: "AI 天天喊缺电，电还没来，$铀矿 ETF - GlobalX(URA.US)、$SolarEdge 技术(SEDG.US)、$NeoVolta(NEOV.US) 和$Defiance AI & Power Infrastructure ETF(AIPO.US)先被点着了——卖铲子的尽头是卖电，绕来绕去还真有点道理。"
datetime: "2026-07-02T10:50:05.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42376786.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42376786.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42376786.md)
author: "[usstock_memo](https://longbridge.com/zh-CN/profiles/26678806.md)"
---

# AI 天天喊缺电，电还没来，$铀矿 ETF - GlobalX(URA.US)、$SolarEdge…


### 相关股票

- [NEOV.US](https://longbridge.com/zh-CN/quote/NEOV.US.md)
- [AIPO.US](https://longbridge.com/zh-CN/quote/AIPO.US.md)
- [URA.US](https://longbridge.com/zh-CN/quote/URA.US.md)
- [SEDG.US](https://longbridge.com/zh-CN/quote/SEDG.US.md)
- [NEOVW.US](https://longbridge.com/zh-CN/quote/NEOVW.US.md)