{"id":643878,"date":"2026-06-15T18:54:30","date_gmt":"2026-06-16T01:54:30","guid":{"rendered":"https:\/\/nai500.com\/?p=643878"},"modified":"2026-06-15T18:54:30","modified_gmt":"2026-06-16T01:54:30","slug":"%e6%95%b8%e6%93%9a%e4%b8%ad%e5%bf%83%e7%88%86%e7%99%bc%ef%bc%8c%e9%80%99-3-%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e7%a5%a8%e8%ba%ba%e8%b3%ba-ai-%e5%9f%ba%e5%bb%ba%e7%b4%85%e5%88%a9","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2026\/06\/%e6%95%b8%e6%93%9a%e4%b8%ad%e5%bf%83%e7%88%86%e7%99%bc%ef%bc%8c%e9%80%99-3-%e5%8f%aa%e5%8a%a0%e6%8b%bf%e5%a4%a7%e8%82%a1%e7%a5%a8%e8%ba%ba%e8%b3%ba-ai-%e5%9f%ba%e5%bb%ba%e7%b4%85%e5%88%a9\/","title":{"rendered":"\u6578\u64da\u4e2d\u5fc3\u7206\u767c\uff0c\u9019 3 \u53ea\u52a0\u62ff\u5927\u80a1\u7968\u8eba\u8cfa AI \u57fa\u5efa\u7d05\u5229"},"content":{"rendered":"

AI \u7b97\u529b\u9700\u6c42\u6301\u7e8c\u4e95\u5674\uff0c\u6b63\u5c07\u6578\u64da\u4e2d\u5fc3\u5f9e\u5c0f\u773e\u5730\u7522\u8cfd\u9053\u63a8\u81f3\u5168\u7403\u79d1\u6280\u7522\u696d\u6838\u5fc3\u3002\u96a8\u8457\u8c37\u6b4c\u3001\u5fae\u8edf\u7b49\u79d1\u6280\u5de8\u982d\u7d1b\u7d1b\u52a0\u78bc\u52a0\u62ff\u5927\u6578\u64da\u4e2d\u5fc3\u4f48\u5c40\uff0c\u50c5\u8c37\u6b4c\u55ae\u5bb6\u7684\u5efa\u8a2d\u6295\u5165\u4fbf\u6709\u671b\u7a81\u7834 1 \u842c\u5104\u7f8e\u5143\u3002\u9019\u5834\u6d6a\u6f6e\u4e0d\u50c5\u91cd\u5851\u8457 AI\u3001\u96f2\u8a08\u7b97\u3001\u96fb\u529b\u4f9b\u9700\u8207\u570b\u5bb6\u7af6\u722d\u529b\u7684\u683c\u5c40\uff0c\u66f4\u6210\u70ba\u672a\u4f86\u5341\u5e74\u5168\u7403\u6700\u5177\u5206\u91cf\u7684\u57fa\u5efa\u6295\u8cc7\u4e3b\u984c\u4e4b\u4e00\u3002<\/p>\n

\u591a\u502b\u591a\u8b49\u5238\u4ea4\u6613\u6240\u7684\u4e09\u96bb\u6a19\u7684\uff0c\u6b63\u5f9e\u4e0d\u540c\u7522\u696d\u74b0\u7bc0\u5207\u5165\u9019\u5834\u842c\u5104\u7d1a\u5efa\u8a2d\u7d05\u5229\u3002<\/p>\n

Brookfield Infrastructure Partners (TSX:BIP.UN)<\/a>\uff1a\u5168\u93c8\u689d\u5361\u4f4d\u7b97\u529b\u57fa\u5efa\u6838\u5fc3<\/h2>\n

Brookfield Infrastructure \u4e26\u975e\u7d14\u6578\u64da\u4e2d\u5fc3\u6a19\u7684\uff0c\u4f46\u6a6b\u8de8\u516c\u7528\u4e8b\u696d\u3001\u904b\u8f38\u3001\u4e2d\u6e38\u80fd\u6e90\u8207\u6578\u64da\u9818\u57df\u7684\u591a\u5143\u8cc7\u7522\u77e9\u9663\uff0c\u53cd\u800c\u6210\u70ba\u5176\u6838\u5fc3\u7af6\u722d\u512a\u52e2\u3002\u516c\u53f8\u904b\u71df\u7684\u8f38\u96fb\u7db2\u7d61\u3001\u6cb9\u6c23\u7ba1\u9053\u3001\u9435\u8def\u3001\u6536\u8cbb\u516c\u8def\u3001\u6e2f\u53e3\u3001\u901a\u4fe1\u5854\u3001\u5149\u7e96\u3001\u6676\u5713\u5ee0\u53ca\u6578\u64da\u4e2d\u5fc3\uff0c\u65e2\u662f\u7d93\u6fdf\u904b\u884c\u7684\u5e95\u5c64\u652f\u6490\uff0c\u4e5f\u6b63\u9010\u6b65\u6210\u70ba AI \u7522\u696d\u904b\u8f49\u7684\u7269\u7406\u8f09\u9ad4\u3002<\/p>\n

\u622a\u81f3 2026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u5728\u624b\u5f85\u6295\u8cc7\u8cc7\u672c\u898f\u6a21\u9054 96 \u5104\u7f8e\u5143\uff0c\u5275\u4e0b\u6b77\u53f2\u65b0\u9ad8\uff0c\u5176\u4e2d\u6578\u64da\u677f\u584a\u898f\u6a21\u9054 73 \u5104\u7f8e\u5143\uff0c\u76f4\u63a5\u5370\u8b49\u5176 AI \u57fa\u5efa\u4f48\u5c40\u5df2\u5f9e\u6982\u5ff5\u843d\u5730\u70ba\u5be6\u8cea\u9805\u76ee\u5132\u5099\u3002\u4e00\u5b63\u5ea6\u516c\u53f8\u71df\u904b\u73fe\u91d1\u6d41\uff08FFO\uff09\u5408\u8a08 7.09 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 10%\uff1b\u55ae\u4f4d\u71df\u904b\u73fe\u91d1\u6d41\u9054 0.90 \u7f8e\u5143\u3002\u5176\u4e2d\u6578\u64da\u677f\u584a\u8868\u73fe\u6700\u70ba\u4eae\u773c\uff0c\u71df\u904b\u73fe\u91d1\u6d41\u540c\u6bd4\u5927\u5e45\u589e\u9577 46%\uff0c\u589e\u9577\u52d5\u529b\u4f86\u81ea\u7f8e\u570b\u6279\u91cf\u5149\u7e96\u696d\u52d9\u6536\u8cfc\u3001\u6578\u64da\u5b58\u5132\u696d\u52d9\u5167\u751f\u589e\u9577\uff0c\u4ee5\u53ca\u904e\u53bb\u4e00\u5e74\u8d85 200 \u5146\u74e6\u6578\u64da\u4e2d\u5fc3\u9805\u76ee\u9678\u7e8c\u9032\u5165\u6536\u76ca\u671f\u3002<\/p>\n

\u898f\u6a21\u5c64\u9762\uff0c\u516c\u53f8\u76ee\u524d\u904b\u71df\u8d85 150 \u5ea7\u6578\u64da\u4e2d\u5fc3\uff0c\u7c3d\u7d04\u5bb9\u91cf\u7d04 2.4 \u5409\u74e6\uff0c\u9060\u671f\u958b\u767c\u6f5b\u529b\u8d85 3.6 \u5409\u74e6\uff0c\u5177\u5099\u627f\u63a5\u8d85\u5927\u898f\u6a21\u5ba2\u6236\u5927\u578b\u8907\u96dc\u9805\u76ee\u7684\u80fd\u529b\u3002\u540c\u6642\u516c\u53f8\u9084\u5207\u5165\u6578\u64da\u4e2d\u5fc3\u6838\u5fc3\u74f6\u9838 \u2014\u2014 \u96fb\u529b\u4f9b\u61c9\uff0c\u8207 Bloom Energy \u9054\u6210 50 \u5104\u7f8e\u5143\u5408\u4f5c\u6846\u67b6\uff0c\u70ba\u6578\u64da\u4e2d\u5fc3\u8207 AI \u5de5\u5ee0\u90e8\u7f72\u6700\u9ad8 1 \u5409\u74e6\u7684\u8868\u5f8c\u4f9b\u96fb\u7cfb\u7d71\uff1b\u4e00\u5b63\u5ea6\u518d\u7c3d\u4e0b 4.3 \u5104\u7f8e\u5143\u65b0\u9805\u76ee\uff0c\u6846\u67b6\u4e0b\u5df2\u627f\u8afe\u8cc7\u672c\u958b\u652f\u7d2f\u8a08\u9054 16 \u5104\u7f8e\u5143\u3002<\/p>\n

\u5206\u7d05\u65b9\u9762\uff0c\u516c\u53f8\u5ba3\u4f48\u5b63\u5ea6\u6d3e\u606f\u6bcf\u80a1 0.455 \u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 6%\uff0c\u5ef6\u7e8c\u4e86\u9577\u671f\u7a69\u5b9a\u7684\u6d3e\u606f\u589e\u9577\u8a18\u9304\u3002<\/p>\n

TELUS (TSX:T)<\/a>\uff1a\u9328\u5b9a\u672c\u571f\u4e3b\u6b0a\u7b97\u529b\u65b0\u8cfd\u9053<\/h2>\n

\u52a0\u62ff\u5927\u6b63\u52a0\u901f\u63a8\u9032\u672c\u571f AI \u57fa\u790e\u8a2d\u65bd\u5efa\u8a2d\uff0c2026 \u5e74 5 \u6708\u806f\u90a6\u653f\u5e9c\u5ba3\u4f48\uff0c\u5728\u5927\u898f\u6a21\u6578\u64da\u4e2d\u5fc3\u65b9\u6848\u5fb5\u96c6\u5f8c\uff0c\u5c07\u63a8\u9032\u8207 TELUS \u7684\u4e3b\u6b0a AI \u57fa\u5efa\u5408\u4f5c\u3002\u6839\u64da\u898f\u5283\uff0c\u8a72\u7b97\u529b\u96c6\u7fa4\u5230 2032 \u5e74\u53ef\u64f4\u5c55\u81f3\u8d85 6 \u842c\u5f35 GPU\u3001150 \u5146\u74e6\u5bb9\u91cf\uff0c\u8b93\u516c\u53f8\u76f4\u63a5\u5207\u5165\u52a0\u62ff\u5927\u672c\u571f AI \u7b97\u529b\u5efa\u8a2d\u7684\u4e0b\u4e00\u968e\u6bb5\u3002<\/p>\n

TELUS \u7684\u6838\u5fc3\u696d\u52d9\u6db5\u84cb\u7121\u7dda\u901a\u4fe1\u3001\u4e92\u806f\u7db2\u3001\u96fb\u8996\u3001\u5b89\u9632\u3001\u91ab\u7642\u79d1\u6280\u8207\u6578\u5b57\u670d\u52d9\uff0c\u6210\u719f\u7684\u96fb\u4fe1\u696d\u52d9\u6301\u7e8c\u7522\u751f\u7a69\u5b9a\u73fe\u91d1\u6d41\uff0c\u70ba\u6578\u64da\u4e2d\u5fc3\u7b49\u65b0\u589e\u9577\u696d\u52d9\u63d0\u4f9b\u5145\u8db3\u8cc7\u91d1\u652f\u6490\u30022026 \u5e74\u7b2c\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u904b\u71df\u73fe\u91d1\u6d41\u9054 10.5 \u5104\u52a0\u5143\uff0c\u81ea\u7531\u73fe\u91d1\u6d41 5.83 \u5104\u52a0\u5143\uff0c\u540c\u6bd4\u589e\u9577 19%\uff0c\u8db3\u4ee5\u8986\u84cb\u7b97\u529b\u57fa\u5efa\u524d\u671f\u7684\u5927\u984d\u6295\u5165\u3002<\/p>\n

\u5c0d\u653f\u5e9c\u3001\u91ab\u9662\u3001\u9280\u884c\u7b49\u5c0d\u6578\u64da\u5b89\u5168\u9ad8\u5ea6\u654f\u611f\u7684\u6a5f\u69cb\u800c\u8a00\uff0c\u672c\u571f\u53ef\u63a7\u7684\u7b97\u529b\u57fa\u790e\u8a2d\u65bd\u662f\u6838\u5fc3\u8a34\u6c42\u3002TELUS \u6191\u85c9\u672c\u571f\u904b\u71df\u5546\u8eab\u4efd\u8207\u6df1\u539a\u7684\u4f01\u696d\u5ba2\u6236\u8cc7\u6e90\uff0c\u5728\u4e3b\u6b0a AI \u57fa\u5efa\u9818\u57df\u5177\u5099\u5929\u7136\u512a\u52e2\uff0c\u540c\u6642\u7a69\u5b9a\u7684\u80a1\u606f\u4e5f\u80fd\u70ba\u6295\u8cc7\u8005\u63d0\u4f9b\u6301\u6709\u671f\u7684\u73fe\u91d1\u56de\u5831\u3002<\/p>\n

Granite REIT (TSX:GRT.UN)<\/a>\uff1a\u914d\u5957\u5de5\u696d\u5730\u7522\u4eab\u5efa\u8a2d\u7d05\u5229<\/h2>\n

\u6578\u64da\u4e2d\u5fc3\u7684\u5efa\u8a2d\u8207\u904b\u71df\u7121\u6cd5\u812b\u96e2\u4f9b\u61c9\u93c8\u7368\u7acb\u5b58\u5728\uff0c\u670d\u52d9\u5668\u3001\u51b7\u537b\u8a2d\u5099\u3001\u96fb\u6c23\u7cfb\u7d71\u3001\u5099\u7528\u6a5f\u7d44\u8207\u5404\u985e\u5efa\u6750\u7269\u8cc7\uff0c\u90fd\u9700\u8981\u5009\u5132\u7269\u6d41\u7db2\u7d61\u4f5c\u70ba\u652f\u6490\u3002Granite REIT \u5728\u5317\u7f8e\u8207\u6b50\u6d32\u6301\u6709\u4e26\u904b\u71df\u5927\u91cf\u7269\u6d41\u3001\u5009\u5132\u8207\u5de5\u696d\u5730\u7522\uff0c\u6b63\u662f\u6578\u5b57\u7d93\u6fdf\u80cc\u5f8c\u7684\u5730\u7522\u57fa\u5efa\u8f09\u9ad4\u3002<\/p>\n

2026 \u5e74\u4e00\u5b63\u5ea6\uff0c\u516c\u53f8\u8abf\u6574\u5f8c\u71df\u904b\u73fe\u91d1\u6d41\uff08AFFO\uff09\u70ba\u6bcf\u55ae\u4f4d 1.52 \u52a0\u5143\uff0c\u8abf\u6574\u5f8c\u71df\u904b\u73fe\u91d1\u6d41\u6d3e\u606f\u7387\u70ba 63%\uff0c\u540c\u7269\u696d\u6de8\u71df\u696d\u6536\u5165\u4fdd\u6301\u589e\u9577\uff0c\u79df\u8cc3\u9700\u6c42\u6301\u7e8c\u5f37\u52c1\uff0c\u9ad4\u73fe\u51fa\u9ad8\u5229\u7387\u74b0\u5883\u4e0b\u696d\u52d9\u7684\u7a69\u5b9a\u6027\u8207\u97cc\u6027\u3002\u96a8\u8457\u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\u898f\u6a21\u6301\u7e8c\u64f4\u5927\uff0c\u5468\u908a\u914d\u5957\u7684\u7269\u6d41\u5de5\u696d\u8cc7\u7522\u50f9\u503c\u5c07\u9010\u6b65\u63d0\u5347\uff0c\u5118\u7ba1\u516c\u53f8\u4e26\u975e\u7d14\u6578\u64da\u4e2d\u5fc3\u5730\u7522\u6a19\u7684\uff0c\u4f46\u5de5\u696d\u5730\u7522\u677f\u584a\u5c07\u6574\u9ad4\u53d7\u76ca\u65bc\u9019\u4e00\u8f2a\u5efa\u8a2d\u9031\u671f\u3002<\/p>\n

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\u6574\u9ad4\u4f86\u770b\uff0cAI \u7522\u696d\u7684\u6295\u8cc7\u908f\u8f2f\u6b63\u5f9e\u4e0a\u6e38\u82af\u7247\u5411\u4e0b\u6e38\u5be6\u9ad4\u57fa\u5efa\u5ef6\u4f38\u3002\u4e09\u96bb\u6a19\u7684\u5206\u5225\u5c0d\u61c9\u7b97\u529b\u57fa\u5efa\u904b\u71df\u3001\u672c\u571f\u7b97\u529b\u7db2\u7d61\u3001\u914d\u5957\u5de5\u696d\u5730\u7522\u4e09\u500b\u4e0d\u540c\u7dad\u5ea6\uff0c\u96d6\u5747\u975e\u7d14 AI \u984c\u6750\uff0c\u537b\u66f4\u9069\u914d\u9577\u671f\u6295\u8cc7\u8005\u7684\u7a69\u5065\u914d\u7f6e\u9700\u6c42\u3002\u5728\u842c\u5104\u7d1a\u7684\u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\u6d6a\u6f6e\u4e2d\uff0c\u4f01\u696d\u7121\u9700\u7368\u4f54\u5168\u90e8\u5e02\u5834\uff0c\u53ea\u8981\u6301\u7e8c\u843d\u5730\u512a\u8cea\u9805\u76ee\u3001\u505a\u597d\u8cc7\u91d1\u7ba1\u7406\u3001\u7a69\u6b65\u8f49\u5316\u73fe\u91d1\u6d41\u3001\u7dad\u6301\u8cc7\u7522\u8ca0\u50b5\u8868\u5065\u5eb7\uff0c\u4fbf\u80fd\u9577\u671f\u514c\u73fe\u8cfd\u9053\u7d05\u5229\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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