<p>投資者在考慮人工智能股票時，往往關注一些小細節。超密集芯片、精確激光和能夠檢查晶圓之間毫米間隙的工具常被視為該領域的重要創新，而製造這些產品的公司也因此獲得了指數級的股價增長。</p>
<p>然而，投資者也應該考慮使所有這些過程成為可能的基礎設施。</p>
<p>數據中心仍然需要大量的基礎硬件和維護才能高效運作。人工智能無法在沒有電力、大型建築和適宜環境的情況下運行。這意味着在變壓器、渦輪機、電力線路、管道和暖通空調系統等方面需要鉅額投資。</p>
<p>獲取 <strong>Quanta Services</strong> 的提醒：</p>
<p>根據美國能源信息管理局（EIA）的數據，未來 25 年電力消費預計將每年增長高達 1.6%。數據中心的能源使用被認為是預期增長的重要因素。這些數據突顯了支持基礎設施建設所需的鉅額投資，以下三家公司已經從人工智能的資金流中受益。</p>
<p>以下三家公司各自解決了數據中心建設和運營中的關鍵瓶頸，為科技行業的投資組合提供了一定的多樣性。</p>
<h2>Sterling Infrastructure：為數據中心選址開發奠定基礎</h2>
<p>Sterling Infrastructure Inc. NASDAQ: STRL 負責數據中心建設的基礎工作——字面意義上的基礎。</p>
<p>該公司準備數據中心設施將要建設的地點，安裝電氣基礎設施和鐵質及複合材料的基礎。</p>
<p>該公司的大部分業務來自德克薩斯州和中大西洋走廊，去年銷售額超過 24.9 億美元。但如果 2026 年第一季度的結果有任何指示，24.9 億美元的數字到 2026 年底可能看起來微不足道。</p>
<p>Sterling 在第一季度報告了巨大的營收和盈利超預期；季度收入為 8.25 億美元，而預期為 6.03 億美元，每股收益（EPS）為 3.59 美元，而預期為 2.29 美元。銷售額同比增長超過 90%，其中 E-Infrastructure 部門的增長更是驚人，達到 174%。</p>
<p>管理層將 2026 年全年的收入指引上調至 37 億至 38 億美元，比之前的中間預測增加了 20%。</p>
<p>訂單簿提供了強大的未來收入可見性，簽署的積壓訂單為 38 億美元，潛在管道為 65 億美元。發佈後，股價上漲超過 50%，目前股價年初至今上漲超過 170%。管理層提到的一個阻力是，公司在尋找合格的電工和項目經理以跟上需求方面遇到困難，迫使高管在投標工作時變得更加挑剔。</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 的股票享受着看漲的勢頭，50 日移動平均線提供了強有力的支撐。長期趨勢依然看漲，但人力資源的阻力和技術問題可能限制短期的上漲空間。該股票在相對強弱指數（RSI）上已經深陷超買區域，價格在 890 美元水平被拒絕了兩次，暗示短期頂部。</p>
<h2>Quanta Services：將數據中心連接到電網</h2>
<p>如果 Sterling Infrastructure 奠定了基礎，Quanta Services Inc. NYSE: PWR 很可能將建築物連接到電網。</p>
<p>該公司是一家承包商，為超大規模數據中心提供電氣基礎設施和傳輸，其最近的收入數據顯示數據中心仍然渴求電力。</p>
<p>在 2026 年第一季度，Quanta 報告收入為 78.7 億美元，每股收益為 2.68 美元，均遠超分析師預期。</p>
<p>管理層將全年的指引提高至 347 億至 352 億美元，積壓訂單為 485 億美元，這個數字在幾年前看起來是不可想象的。</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 的股票圖表比 STRL 更為乾淨，似乎在盈利激增後獲得了動能。</p>
<p>在發佈後的這一週，股票進行了整合，使得 RSI 和移動平均收斂發散（MACD）指標迴歸到更中性的水平。</p>
<p>短期和長期趨勢均為看漲，回調的風險低於 STRL。</p>
<h2>Comfort Systems USA：建築內部的機械和電氣服務</h2>
<p>構成人工智能系統的組件可能會變得非常熱，需要持續冷卻才能正常運作。</p>
<p>Comfort Systems USA Inc. NYSE: FIX 設計並建造複雜的暖通空調系統，為數據中心提供服務，將預製模塊與現場施工團隊相結合。</p>
<p>MarketBeat 去年討論了該公司作為一個隱藏的人工智能贏家，但現在這個秘密已經曝光，股票在過去 12 個月中上漲超過 300%。</p>
<p>然而，由於在 2026 年第一季度的電話會議上報告的創紀錄的 125 億美元積壓訂單，以及其持續增長利潤率的能力（第一季度創紀錄的 26.3% 毛利率），該股票仍有上漲空間。</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 的日線圖也很平滑，強勁的上升趨勢得到了 RSI 和 MACD 的技術信號的支持。兩個指標都沒有發出超買的紅色警報，自五週的整合以來，股價穩步上漲。FIX 的股票一切正常，投資者可能需要等待一段時間才能迎來回調和更好的入場機會。</p>
<h2>你現在應該投資 1000 美元在 Quanta Services 嗎？</h2>
<p>在你考慮 Quanta Services 之前，你需要聽聽這個。</p>
<p>MarketBeat 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻頂級分析師悄悄向客户推薦的股票，建議在更廣泛的市場注意到之前購買……而廣達服務並不在名單上。</p>
<p>雖然廣達服務目前在分析師中獲得了中等買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
<p>在這裏查看這五隻股票</p>

廣達服務

美國舒適系統公司

STRL

<p>基礎設施公司在數據中心繁榮中蓬勃發展，三家主要企業報告了強勁的 2026 年第一季度財報，並上調了全年指引。Sterling Infrastructure、Quanta Services 和 Comfort Systems USA 正在利用對數據中心建設和運營日益增長的需求，這一需求是由人工智能技術日益增加的能源需求驅動的。每家公司都關注數據中心基礎設施的關鍵方面，展示了顯著的收入增長和強勁的訂單積壓</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>投資者在考慮人工智能股票時，往往關注一些小細節。超密集芯片、精確激光和能夠檢查晶圓之間毫米間隙的工具常被視為該領域的重要創新，而製造這些產品的公司也因此獲得了指數級的股價增長。</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，投資者也應該考慮使所有這些過程成為可能的基礎設施。</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>數據中心仍然需要大量的基礎硬件和維護才能高效運作。人工智能無法在沒有電力、大型建築和適宜環境的情況下運行。這意味着在變壓器、渦輪機、電力線路、管道和暖通空調系統等方面需要鉅額投資。</p>
</div><p>Get <strong>Quanta Services</strong> alerts:</p>
<div class="lb-trans"><p>獲取 <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>根據美國能源信息管理局（EIA）的數據，未來 25 年電力消費預計將每年增長高達 1.6%。數據中心的能源使用被認為是預期增長的重要因素。這些數據突顯了支持基礎設施建設所需的鉅額投資，以下三家公司已經從人工智能的資金流中受益。</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決了數據中心建設和運營中的關鍵瓶頸，為科技行業的投資組合提供了一定的多樣性。</p>
</div><h2>Sterling Infrastructure: Laying the Foundation for Data Center Site Development</h2>
<div class="lb-trans"><h2>Sterling Infrastructure：為數據中心選址開發奠定基礎</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 負責數據中心建設的基礎工作——字面意義上的基礎。</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>該公司準備數據中心設施將要建設的地點，安裝電氣基礎設施和鐵質及複合材料的基礎。</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>該公司的大部分業務來自德克薩斯州和中大西洋走廊，去年銷售額超過 24.9 億美元。但如果 2026 年第一季度的結果有任何指示，24.9 億美元的數字到 2026 年底可能看起來微不足道。</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 在第一季度報告了巨大的營收和盈利超預期；季度收入為 8.25 億美元，而預期為 6.03 億美元，每股收益（EPS）為 3.59 美元，而預期為 2.29 美元。銷售額同比增長超過 90%，其中 E-Infrastructure 部門的增長更是驚人，達到 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>管理層將 2026 年全年的收入指引上調至 37 億至 38 億美元，比之前的中間預測增加了 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>訂單簿提供了強大的未來收入可見性，簽署的積壓訂單為 38 億美元，潛在管道為 65 億美元。發佈後，股價上漲超過 50%，目前股價年初至今上漲超過 170%。管理層提到的一個阻力是，公司在尋找合格的電工和項目經理以跟上需求方面遇到困難，迫使高管在投標工作時變得更加挑剔。</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 的股票享受着看漲的勢頭，50 日移動平均線提供了強有力的支撐。長期趨勢依然看漲，但人力資源的阻力和技術問題可能限制短期的上漲空間。該股票在相對強弱指數（RSI）上已經深陷超買區域，價格在 890 美元水平被拒絕了兩次，暗示短期頂部。</p>
</div><h2>Quanta Services: Connecting Data Centers to the Grid</h2>
<div class="lb-trans"><h2>Quanta Services：將數據中心連接到電網</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 奠定了基礎，Quanta Services Inc. NYSE: PWR 很可能將建築物連接到電網。</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>該公司是一家承包商，為超大規模數據中心提供電氣基礎設施和傳輸，其最近的收入數據顯示數據中心仍然渴求電力。</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 報告收入為 78.7 億美元，每股收益為 2.68 美元，均遠超分析師預期。</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>管理層將全年的指引提高至 347 億至 352 億美元，積壓訂單為 485 億美元，這個數字在幾年前看起來是不可想象的。</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 的股票圖表比 STRL 更為乾淨，似乎在盈利激增後獲得了動能。</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>在發佈後的這一週，股票進行了整合，使得 RSI 和移動平均收斂發散（MACD）指標迴歸到更中性的水平。</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>短期和長期趨勢均為看漲，回調的風險低於 STRL。</p>
</div><h2>Comfort Systems USA: Mechanical and Electrical Services Inside the Building</h2>
<div class="lb-trans"><h2>Comfort Systems USA：建築內部的機械和電氣服務</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>構成人工智能系統的組件可能會變得非常熱，需要持續冷卻才能正常運作。</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 設計並建造複雜的暖通空調系統，為數據中心提供服務，將預製模塊與現場施工團隊相結合。</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 去年討論了該公司作為一個隱藏的人工智能贏家，但現在這個秘密已經曝光，股票在過去 12 個月中上漲超過 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，由於在 2026 年第一季度的電話會議上報告的創紀錄的 125 億美元積壓訂單，以及其持續增長利潤率的能力（第一季度創紀錄的 26.3% 毛利率），該股票仍有上漲空間。</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 的日線圖也很平滑，強勁的上升趨勢得到了 RSI 和 MACD 的技術信號的支持。兩個指標都沒有發出超買的紅色警報，自五週的整合以來，股價穩步上漲。FIX 的股票一切正常，投資者可能需要等待一段時間才能迎來回調和更好的入場機會。</p>
</div><h2>Should You Invest $1,000 in Quanta Services Right Now?</h2>
<div class="lb-trans"><h2>你現在應該投資 1000 美元在 Quanta Services 嗎？</h2>
</div><p>Before you consider Quanta Services, you'll want to hear this.</p>
<div class="lb-trans"><p>在你考慮 Quanta Services 之前，你需要聽聽這個。</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 每天跟蹤華爾街頂級評級和表現最佳的研究分析師及其向客户推薦的股票。MarketBeat 已經識別出五隻頂級分析師悄悄向客户推薦的股票，建議在更廣泛的市場注意到之前購買……而廣達服務並不在名單上。</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>雖然廣達服務目前在分析師中獲得了中等買入評級，但頂級分析師認為這五隻股票更值得購買。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在這裏查看這五隻股票</p>
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推動數據中心建設熱潮的 3 只基礎設施股票