{"id":608852,"date":"2025-12-08T23:38:12","date_gmt":"2025-12-09T07:38:12","guid":{"rendered":"https:\/\/nai500.com\/blog\/2025\/12\/why-data-center-reits-and-stocks-are-the-critical-infrastructure-play-in-the-ai-era\/"},"modified":"2025-12-08T23:38:43","modified_gmt":"2025-12-09T07:38:43","slug":"ai%e6%99%82%e4%bb%a3%e4%b8%8b%ef%bc%8c%e6%95%b8%e6%93%9a%e4%b8%ad%e5%bf%83%e8%82%a1%e7%a5%a8%e5%92%8creits%e9%80%99%e5%80%8b%e8%b3%87%e7%94%a2%e6%b1%a0%e5%80%bc%e5%be%97%e9%97%9c%e6%b3%a8","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2025\/12\/ai%e6%99%82%e4%bb%a3%e4%b8%8b%ef%bc%8c%e6%95%b8%e6%93%9a%e4%b8%ad%e5%bf%83%e8%82%a1%e7%a5%a8%e5%92%8creits%e9%80%99%e5%80%8b%e8%b3%87%e7%94%a2%e6%b1%a0%e5%80%bc%e5%be%97%e9%97%9c%e6%b3%a8\/","title":{"rendered":"AI\u6642\u4ee3\u4e0b\uff0c\u6578\u64da\u4e2d\u5fc3\u80a1\u7968\u548cREITs\u9019\u500b\u8cc7\u7522\u6c60\u503c\u5f97\u95dc\u6ce8"},"content":{"rendered":"<p>\u5982\u679c\u8aaa\u4eba\u5de5\u667a\u80fd\u662f\u65b0\u6642\u4ee3\u7684\u5927\u8166\uff0c\u90a3\u9ebc\u6578\u64da\u4e2d\u5fc3\u5c31\u662f\u652f\u6490\u5176\u904b\u8f49\u7684\u795e\u7d93\u7cfb\u7d71\u3002\u96a8\u8457AI\u6280\u8853\u5f9e\u6982\u5ff5\u8d70\u5411\u5927\u898f\u6a21\u61c9\u7528\uff0c\u4e00\u5834\u570d\u7e5e\u7b97\u529b\u57fa\u790e\u8a2d\u65bd\u7684\u6295\u8cc7\u71b1\u6f6e\u6b63\u5728\u5168\u7403\u5c55\u958b\u3002\u5728\u9019\u4e00\u8da8\u52e2\u4e2d\uff0c\u4e00\u500b\u6e05\u6670\u7684\u6295\u8cc7\u4e3b\u7dda\u6b63\u6d6e\u51fa\u6c34\u9762\uff1a\u5c08\u6ce8\u65bc\u6578\u64da\u4e2d\u5fc3\u8cc7\u7522\u2014\u2014\u7279\u5225\u662f\u76f8\u95dc\u80a1\u7968\u8207\u623f\u5730\u7522\u6295\u8cc7\u4fe1\u8a17\uff08REITs\uff09\uff0c\u5df2\u6210\u70ba\u53c3\u8207\u9019\u5834\u79d1\u6280\u9769\u547d\u4e0d\u53ef\u5ffd\u8996\u7684\u8def\u5f91\u3002<\/p>\n<p>\u5e02\u5834\u6700\u521d\u7684\u8208\u596e\u9ede\u805a\u7126\u4e8e\u82f1\u5049\u9054\u7b49\u82af\u7247\u88fd\u9020\u5546\uff0c\u4f46\u66f4\u9f90\u5927\u548c\u6301\u7e8c\u7684\u8cc7\u91d1\u6b63\u6d41\u5411\u5176\u4e0b\u6e38\u2014\u2014\u70baAI\u63d0\u4f9b\u627f\u8f09\u7a7a\u9593\u3001\u96fb\u529b\u8207\u9023\u63a5\u7684\u6578\u64da\u4e2d\u5fc3\u3002\u9019\u6a19\u8a8c\u8457\u6295\u8cc7\u908f\u8f2f\u6b63\u5f9e\u6280\u8853\u5de5\u5177\u8f49\u5411\u57fa\u790e\u8cc7\u7522\u3002<\/p>\n<p>\u884c\u696d\u6578\u64da\u5370\u8b49\u4e86\u9019\u4e00\u8da8\u52e2\u3002\u64daStoneX\u5831\u544a\uff0c\u50c5\u79d1\u6280\u5de8\u982d\u5011\u5728AI\u8207\u6578\u64da\u4e2d\u5fc3\u4e0a\u7684\u8cc7\u672c\u652f\u51fa\uff0c\u9810\u8a08\u57282025\u5e74\u5c31\u5c07\u8d85\u904e4000\u5104\u7f8e\u5143\u3002\u800c\u7368\u7acb\u7814\u7a76\u6a5f\u69cbDell\u2018Oro Group\u7684\u9810\u6e2c\u66f4\u70ba\u5b8f\u5927\uff1a\u52302029\u5e74\uff0c\u5168\u7403\u6578\u64da\u4e2d\u5fc3\u8cc7\u672c\u652f\u51fa\u5c07\u6500\u5347\u81f31.2\u842c\u5104\u7f8e\u5143\u3002\u5982\u6b64\u91cf\u7d1a\u7684\u8cc7\u672c\u958b\u652f\uff0c\u50ac\u751f\u4e86\u4e00\u500b\u9f90\u5927\u4e14\u591a\u5143\u7684\u8cc7\u7522\u985e\u5225\u3002\u5b83\u4e0d\u518d\u5c40\u9650\u65bc\u7d14\u7cb9\u7684\u79d1\u6280\u677f\u584a\uff0c\u800c\u662f\u6a6b\u8de8\u4e86\u5de5\u696d\u3001\u80fd\u6e90\u3001\u623f\u5730\u7522\u3001\u516c\u7528\u4e8b\u696d\u7b49\u591a\u500b\u9818\u57df\uff0c\u5f62\u6210\u4e86\u4e00\u500b\u5177\u5099\u6297\u9031\u671f\u6027\u8207\u7a69\u5b9a\u73fe\u91d1\u6d41\u7684\u7368\u7279\u8cc7\u7522\u6c60\u3002<\/p>\n<p>\u5c0d\u65bc\u6295\u8cc7\u8005\u800c\u8a00\uff0c\u95dc\u9375\u5728\u65bc\u8b58\u5225\u90a3\u4e9b\u771f\u6b63\u5177\u5099\u8b77\u57ce\u6cb3\uff0c\u80fd\u5f9e\u9577\u671f\u589e\u9577\u4e2d\u7372\u76ca\u7684\u6838\u5fc3\u8cc7\u7522\u3002\u52a0\u5ddeOptura Advisors\u7684\u6295\u8cc7\u7d44\u5408\u7d93\u7406Roland Chow\u5efa\u8b70\uff0c\u61c9\u95dc\u6ce8\u4f01\u696d\u7684\u57fa\u672c\u9762\uff0c\u5982\u71df\u6536\u589e\u9577\u3001\u8ca1\u52d9\u72c0\u6cc1\u3001\u5ba2\u6236\u591a\u5143\u6027\u53ca\u8cc7\u7522\u8cea\u91cf\u3002<\/p>\n<h2>\u7cbe\u9078\u6578\u64da\u4e2d\u5fc3\u80a1\u7968\u548cREITs<\/h2>\n<h3><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=EQIX\">Equinix\uff08EQIX\uff09<\/a>\uff1a\u5168\u7403\u4e92\u806f\u751f\u614b\u7684\u6838\u5fc3\u6a1e\u7d10<\/h3>\n<p>\u4f5c\u70ba\u5168\u7403\u6700\u5927\u7684\u6578\u64da\u4e2d\u5fc3REIT\uff0cEquinix\u7684\u50f9\u503c\u5728\u65bc\u5176\u69cb\u5efa\u7684\u5168\u7403\u4e92\u806f\u751f\u614b\u3002\u5b83\u904b\u71df\u8457\u8d85\u904e270\u500b\u6578\u64da\u4e2d\u5fc3\uff0c\u6210\u70baAWS\u3001Azure\u3001\u7a40\u6b4c\u96f2\u7b49\u5de8\u982d\u4ee5\u53ca\u7121\u6578\u4f01\u696d\u7db2\u7d61\u4e92\u901a\u7684\u7269\u7406\u4ea4\u532f\u9ede\u3002\u9019\u7a2e\u7368\u7279\u7684\u7db2\u7d61\u6548\u61c9\u4f7f\u5176\u6210\u70baAI\u8207\u6df7\u5408\u96f2\u6230\u7565\u4e0d\u53ef\u6216\u7f3a\u7684\u57fa\u790e\u8a2d\u65bd\uff0c\u5e36\u4f86\u4e86\u9ad8\u5ba2\u6236\u7c98\u6027\u8207\u7a69\u5b9a\u7684\u73fe\u91d1\u6d41\u3002<\/p>\n<h3><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=DLR\">Digital Realty Trust\uff08DLR\uff09<\/a>\uff1a\u9762\u5411\u8d85\u5927\u898f\u6a21\u9700\u6c42\u7684\u5b9a\u5236\u5c08\u5bb6<\/h3>\n<p>Digital Realty\u662f\u53e6\u4e00\u5bb6\u6578\u64da\u4e2d\u5fc3REIT\u5de8\u982d\uff0c\u5176\u6838\u5fc3\u512a\u52e2\u5728\u65bc\u70ba\u4e9e\u99ac\u905c\u3001\u7a40\u6b4c\u3001\u5fae\u8edf\u7b49\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u5546\u63d0\u4f9b\u91cf\u8eab\u5b9a\u5236\u7684\u5927\u898f\u6a21\u3001\u9ad8\u529f\u7387\u8a2d\u65bd\u3002\u5b83\u5c08\u6ce8\u65bc\u6eff\u8db3AI\u5de5\u4f5c\u8ca0\u8f09\u7684\u9ad8\u5bc6\u5ea6\u6a5f\u6ac3\u548c\u6db2\u51b7\u89e3\u6c7a\u65b9\u6848\uff0c\u4e26\u901a\u904e\u5275\u65b0\u5be6\u9a57\u5ba4\u5e6b\u52a9\u5ba2\u6236\u9a57\u8b49AI\u90e8\u7f72\uff0c\u9396\u5b9a\u9577\u671f\u9700\u6c42\u3002<\/p>\n<h3><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=APLD\">Applied Digital\uff08APLD\uff09<\/a>\uff1a\u9ad8\u589e\u9577\u7684\u65b0\u4e00\u4ee3AI\u5de5\u5ee0\u5efa\u9020\u8005<\/h3>\n<p>\u8a72\u516c\u53f8\u4ee3\u8868\u4e86\u8cc7\u7522\u6c60\u4e2d\u66f4\u5177\u6210\u9577\u6027\u7684\u7d14\u73a9\u5bb6\u3002\u5b83\u5c08\u6ce8\u4e8e\u5f9e\u96f6\u958b\u59cb\u5efa\u8a2d\u5c08\u70baGPU\u96c6\u7fa4\u512a\u5316\u7684AI\u5de5\u5ee0\uff0c\u4e26\u8207CoreWeave\u7b49\u9818\u5148AI\u516c\u53f8\u7c3d\u8a02\u4e86\u9577\u671f\u5408\u7d04\u3002\u5118\u7ba1\u4f30\u503c\u6ce2\u52d5\u8f03\u5927\uff0c\u4f46\u5176\u696d\u52d9\u8f49\u578b\u8207\u6536\u5165\u9ad8\u589e\u9577\uff08\u6700\u8fd1\u5b63\u5ea6\u540c\u6bd4\u589e84%\uff09\u5c55\u73fe\u4e86\u8a72\u7d30\u5206\u9818\u57df\u7684\u7206\u767c\u6f5b\u529b\u3002<\/p>\n<h3><a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=AMT\">American Tower\uff08AMT\uff09<\/a>\uff1a\u70ba\u6578\u64da\u6d41\u52d5\u63d0\u4f9b\u50b3\u8f38\u9aa8\u5e79<\/h3>\n<p>\u96d6\u7136\u56b4\u683c\u610f\u7fa9\u4e0a\u4e0d\u662f\u6578\u64da\u4e2d\u5fc3REIT\uff0c\u4f46\u9019\u5bb6\u5168\u7403\u901a\u4fe1\u9435\u5854\u5de8\u982d\u662f\u8a72\u8cc7\u7522\u6c60\u91cd\u8981\u7684\u7d44\u6210\u90e8\u5206\u3002\u8a72\u516c\u53f8\u64c1\u6709\u7684\u8d85\u904e14.9\u842c\u500b\u7ad9\u9ede\u69cb\u6210\u4e86\u6578\u5b57\u4e16\u754c\u7684\u50b3\u8f38\u9aa8\u5e79\u3002\u9577\u671f\u4e14\u9644\u6709\u79df\u91d1\u905e\u589e\u689d\u6b3e\u7684\u79df\u7d04\u70ba\u5176\u5e36\u4f86\u4e86\u53ef\u9810\u6e2c\u3001\u6297\u901a\u8139\u7684\u73fe\u91d1\u6d41\uff0c5G\u8207\u908a\u7de3\u8a08\u7b97\u7684\u666e\u53ca\u5c07\u5ef6\u7e8c\u5176\u589e\u9577\u908f\u8f2f\u3002<\/p>\n<p>\u6838\u5fc3\u89c0\u9ede\uff1aAI\u7684\u9577\u671f\u767c\u5c55\u5df2\u4e0d\u50c5\u662f\u7b97\u6cd5\u7af6\u8cfd\uff0c\u66f4\u662f\u4e00\u5834\u95dc\u65bc\u7b97\u529b\u57fa\u790e\u8a2d\u65bd\u7684\u8ecd\u5099\u7af6\u8cfd\u3002\u5728\u6b64\u80cc\u666f\u4e0b\uff0c\u6578\u64da\u4e2d\u5fc3\u53ca\u5176\u95dc\u806f\u7684REIT\u8207\u80a1\u7968\uff0c\u6b63\u5f9e\u4e00\u500b\u7d30\u5206\u677f\u584a\u6f14\u8b8a\u70ba\u4e00\u500b\u7368\u7acb\u7684\u3001\u5177\u5099\u5805\u5be6\u9700\u6c42\u652f\u6490\u7684\u6838\u5fc3\u8cc7\u7522\u985e\u5225\u3002\u6295\u8cc7\u8005\u901a\u904e\u7cbe\u9078\u8a72\u8cc7\u7522\u6c60\u4e2d\u7684\u512a\u8cea\u6a19\u7684\uff0c\u4e0d\u50c5\u80fd\u5206\u4eabAI\u589e\u9577\u7684\u9577\u671f\u7d05\u5229\uff0c\u66f4\u80fd\u7372\u5f97\u7531\u5be6\u9ad4\u8cc7\u7522\u548c\u9577\u671f\u5408\u7d04\u6240\u5e36\u4f86\u7684\u9632\u79a6\u6027\u50f9\u503c\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u5982\u679c\u8aaa\u4eba\u5de5\u667a\u80fd\u662f\u65b0\u6642\u4ee3\u7684\u5927\u8166\uff0c\u90a3\u9ebc\u6578\u64da\u4e2d\u5fc3\u5c31\u662f\u652f\u6490\u5176\u904b\u8f49\u7684\u795e\u7d93\u7cfb\u7d71\u3002\u96a8\u8457AI\u6280\u8853\u5f9e\u6982\u5ff5\u8d70\u5411\u5927\u898f\u6a21\u61c9\u7528\uff0c\u4e00\u5834\u570d\u7e5e [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":573001,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[675,674,2236,785],"class_list":["post-608852","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag--zh-hant","tag-674","tag-2236","tag-785","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/608852","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=608852"}],"version-history":[{"count":3,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/608852\/revisions"}],"predecessor-version":[{"id":608855,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/608852\/revisions\/608855"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/573001"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=608852"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=608852"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=608852"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}