比爾·珀金斯:電力是智能時代的核心要素
比爾·帕金斯(Bill Perkins),Skylar Capital Management 的首席執行官兼首席交易員表示,隨着人工智能的發展,電力需求將激增,電力是一種通脹對沖工具,天然氣供應充足,而油價則受到協調政策反應的限制
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.
