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\u7092 AI \u5225\u53ea\u76ef\u8457\u82af\u7247\u80a1\u4e86\u3002<\/p>\n

2026 \u5e74\u5168\u7403\u79d1\u6280\u5de8\u982d\u7838\u5411 AI \u57fa\u5efa\u3001\u6578\u64da\u4e2d\u5fc3\u3001\u7b97\u529b\u7cfb\u7d71\u7684\u958b\u652f\u5c07\u9054 6500 \u5104\u7f8e\u5143\uff0c\u9019\u5834\u7b97\u529b\u64f4\u5f35\u7684\u771f\u6b63\u74f6\u9838\uff0c\u65e9\u5df2\u5f9e\u82af\u7247\u7522\u80fd\u8f49\u5411\u96fb\u529b\u4f9b\u7d66\u3001\u4f9b\u61c9\u93c8\u7ba1\u7406\u8207\u5e95\u5c64\u57fa\u5efa\u3002<\/p>\n

\u52a0\u62ff\u5927 TSX \u5e02\u5834\u9019\u56db\u96bb\u6a19\u7684\uff0c\u7cbe\u51c6\u8986\u84cb AI \u7b97\u529b\u7522\u696d\u93c8\u4e0a\u4e2d\u4e0b\u6e38\uff0c\u5f9e\u4e0a\u6e38\u80fd\u6e90\u5230\u4e0b\u6e38\u914d\u5957\uff0c\u5168\u93c8\u689d\u5403\u5b9a\u9019\u4e00\u8f2a\u7b97\u529b\u5efa\u8a2d\u7d05\u5229\u3002<\/p>\n

\u4e00\u3001Cameco\uff08TSX:CCO\uff09<\/a>\uff1a\u7b97\u529b\u7f3a\u96fb\u5012\u903c\u6838\u96fb\uff0c\u923e\u7926\u9f8d\u982d\u5750\u4eab\u9577\u9031\u671f\u666f\u6c23<\/h2>\n

AI \u7b97\u529b\u62fc\u5230\u6700\u5f8c\uff0c\u62fc\u7684\u662f\u96fb\u3002<\/p>\n

\u570b\u969b\u80fd\u6e90\u7f72\u9810\u8a08\uff0c2030 \u5e74\u5168\u7403\u6578\u64da\u4e2d\u5fc3\u7528\u96fb\u91cf\u5c07\u7ffb\u500d\uff0c\u7e3d\u91cf\u8d85\u904e\u65e5\u672c\u5168\u570b\u5e74\u7528\u96fb\u91cf\u3002AI \u6a5f\u623f\u9700\u8981 24 \u5c0f\u6642\u7a69\u5b9a\u4f9b\u96fb\uff0c\u98a8\u5149\u767c\u96fb\u6ce2\u52d5\u6027\u5927\uff0c\u6838\u96fb\u6210\u4e86\u5de8\u982d\u5011\u7684\u6700\u512a\u89e3 \u2014\u2014 \u5fae\u8edf\u5df2\u7d93\u7c3d\u4e0b 20 \u5e74\u6838\u96fb\u8cfc\u96fb\u5354\u8b70\uff0c\u91cd\u555f\u4e09\u88e1\u5cf6\u6838\u96fb\u7ad9\u4f9b\u96fb\u6578\u64da\u4e2d\u5fc3\uff0c\u884c\u696d\u62d0\u9ede\u5df2\u7d93\u843d\u5730\u3002<\/p>\n

CCO \u662f\u5168\u7403\u9802\u7d1a\u923e\u71c3\u6599\u4f9b\u61c9\u5546\uff0c\u624b\u63e1\u9ad8\u54c1\u4f4d\u923e\u7926\u8cc7\u6e90\uff0c\u540c\u6642\u6301\u80a1\u897f\u5c4b\u96fb\u6c23\u6253\u901a\u6838\u71c3\u6599\u5168\u7522\u696d\u93c8\u3002\u6838\u96fb\u9700\u6c42\u56de\u6696\u76f4\u63a5\u62c9\u52d5\u9577\u55ae\u7c3d\u7d04\u91cf\uff0c\u652f\u6490\u923e\u50f9\u4e2d\u6a1e\u6301\u7e8c\u4e0a\u884c\u3002<\/p>\n

\u696d\u7e3e\u786c\u6578\u64da\uff1a<\/strong>2026 \u5e74 Q1 \u8abf\u6574\u5f8c EBITDA \u9054 5.09 \u5104\u52a0\u5143\uff0c\u5176\u4e2d\u923e\u696d\u52d9 EBITDA 4.23 \u5104\u52a0\u5143\uff0c\u540c\u6bd4\u5927\u589e 48%\uff1b2025 \u5e74\u5168\u5e74\u923e\u9577\u55ae\u7c3d\u7d04\u91cf\u9054 1.16 \u5104\u78c5\uff0c\u9577\u55ae\u9396\u50f9\u9396\u5b9a\u76c8\u5229\u78ba\u5b9a\u6027\u3002<\/p>\n

\u98a8\u96aa\u63d0\u793a\uff1a<\/strong>\u7576\u524d\u52d5\u614b\u5e02\u76c8\u7387 93.5 \u500d\uff0c\u4f30\u503c\u5df2\u8a08\u5165\u8f03\u591a\u6a02\u89c0\u9810\u671f\uff1b\u82e5\u923e\u50f9\u56de\u843d\u3001\u7522\u80fd\u91cb\u653e\u4e0d\u53ca\u9810\u671f\uff0c\u80a1\u50f9\u5b58\u5728\u56de\u8abf\u58d3\u529b\u3002<\/p>\n

\u4e8c\u3001Kinaxis\uff08TSX:KXS\uff09<\/a>\uff1a\u7b97\u529b\u4f9b\u61c9\u93c8\u7206\u96f7\uff0cSaaS \u8edf\u4ef6\u7cbe\u51c6\u5361\u4f4d<\/h2>\n

\u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\uff0c\u4e00\u74b0\u6389\u93c8\u5b50\uff0c\u5168\u9805\u76ee\u5ef6\u671f\u3002<\/p>\n

\u7b97\u529b\u57fa\u5efa\u93c8\u689d\u6975\u9577\uff1a<\/strong>\u82af\u7247\u4ea4\u4ed8\u3001\u96fb\u529b\u8a2d\u5099\u5230\u8ca8\u3001\u92fc\u6750\u4f9b\u61c9\u3001\u51b7\u537b\u7cfb\u7d71\u5b89\u88dd\u3001\u96fb\u7db2\u63a5\u5165\u5be9\u6279\u3001\u65bd\u5de5\u5de5\u671f\uff0c\u4efb\u4f55\u4e00\u500b\u74b0\u7bc0\u51fa\u554f\u984c\uff0c\u6574\u500b\u9805\u76ee\u5c31\u8981\u62d6\u671f\u3002\u4f9b\u61c9\u93c8\u898f\u5283\u5df2\u7d93\u5f9e \u201c\u9326\u4e0a\u6dfb\u82b1\u201d \u8b8a\u6210 \u201c\u525b\u9700\u914d\u7f6e\u201d\u3002<\/p>\n

KXS \u4e3b\u6253\u4f9b\u61c9\u93c8\u7ba1\u7406\u96f2\u8edf\u4ef6\uff0c\u4eca\u5e74 6 \u6708\u5c08\u70ba\u6578\u64da\u4e2d\u5fc3\u884c\u696d\u63a8\u51fa Maestro \u89e3\u6c7a\u65b9\u6848\uff0c\u7528 AI \u8ce6\u80fd\u8abf\u5ea6\uff0c\u5e6b\u4f01\u696d\u505a\u7522\u80fd\u898f\u5283\u3001\u4f9b\u61c9\u93c8\u63a8\u6f14\u8207\u6295\u8cc7\u6c7a\u7b56\uff0c\u7cbe\u51c6\u8e29\u4e2d\u7b97\u529b\u57fa\u5efa\u7684\u75db\u9ede\u3002<\/p>\n

\u696d\u7e3e\u786c\u6578\u64da\uff1a<\/strong>2026 \u5e74 Q1 \u7e3d\u71df\u6536 1.656 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 25%\uff1bSaaS \u8a02\u95b1\u71df\u6536 1.029 \u5104\u7f8e\u5143\uff0c\u540c\u6bd4\u589e\u9577 21%\uff1b\u8abf\u6574\u5f8c EBITDA 5360 \u842c\u7f8e\u5143\uff0c\u540c\u6bd4\u66b4\u589e 62%\uff0c\u5229\u6f64\u7387\u63d0\u5347\u81f3 32%\uff0c\u589e\u9577\u8207\u76c8\u5229\u8cea\u91cf\u517c\u5099\u3002\u8a02\u95b1\u6a21\u5f0f\u5ba2\u6236\u7c98\u6027\u6975\u5f37\uff0c\u6df1\u5ea6\u5d4c\u5165\u696d\u52d9\u5f8c\u66ff\u63db\u6210\u672c\u6975\u9ad8\u3002<\/p>\n

\u98a8\u96aa\u63d0\u793a\uff1a<\/strong>\u5e02\u76c8\u7387 37 \u500d\uff0c\u5178\u578b\u6210\u9577\u80a1\u4f30\u503c\uff1b\u82e5\u4f01\u696d IT \u958b\u652f\u6536\u7e2e\u6216\u884c\u696d\u7af6\u722d\u52a0\u5287\uff0c\u4f30\u503c\u5b58\u5728\u627f\u58d3\u53ef\u80fd\u3002<\/p>\n

\u4e09\u3001Celestica\uff08TSX:CLS\uff09<\/a>\uff1aAI \u786c\u4ef6\u6838\u5fc3\u4f9b\u61c9\u5546\uff0c\u696d\u7e3e\u9032\u5165\u7206\u767c\u671f<\/h2>\n

\u7b97\u529b\u57fa\u5efa\u843d\u5730\uff0c\u786c\u4ef6\u5148\u884c\u3002<\/p>\n

\u8d85\u5927\u898f\u6a21\u6578\u64da\u4e2d\u5fc3\u8981\u627f\u8f09 AI \u7b97\u529b\uff0c\u96e2\u4e0d\u958b\u670d\u52d9\u5668\u3001\u7db2\u7d61\u4ea4\u63db\u6a5f\u3001\u5b58\u5132\u8a2d\u5099\u7b49\u6838\u5fc3\u786c\u4ef6\u3002CLS \u662f\u5168\u7403\u9818\u5148\u7684\u7b97\u529b\u786c\u4ef6\u88fd\u9020\u5546\uff0c\u9023\u63a5\u8207\u96f2\u89e3\u6c7a\u65b9\u6848\u696d\u52d9\u5360\u7e3d\u71df\u6536\u8fd1 80%\uff0c\u76f4\u63a5\u5403 AI \u6578\u64da\u4e2d\u5fc3\u5efa\u8a2d\u7684\u7b2c\u4e00\u6ce2\u7d05\u5229\u3002<\/p>\n

\u516c\u53f8\u5df2\u5361\u4f4d 1.6T \u4ee5\u592a\u7db2\u4ea4\u63db\u6a5f\u7b49\u9ad8\u6bdb\u5229\u8cfd\u9053\uff0c\u6df1\u5ea6\u7d81\u5b9a\u6d77\u5916\u96f2\u5de8\u982d\uff0cAI \u7b97\u529b\u5347\u7d1a\u5e36\u4f86\u7684\u786c\u4ef6\u8fed\u4ee3\u9700\u6c42\uff0c\u6301\u7e8c\u8f49\u5316\u70ba\u516c\u53f8\u8a02\u55ae\u3002<\/p>\n

\u696d\u7e3e\u786c\u6578\u64da\uff1a<\/strong>2026 \u5e74 Q1 \u71df\u6536 41 \u5104\u52a0\u5143\uff0c\u540c\u6bd4\u5927\u589e 53%\uff1b\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca 2.16 \u52a0\u5143\uff0c\u540c\u6bd4\u6500\u5347 80%\u3002\u516c\u53f8\u4e0a\u8abf 2026 \u5168\u5e74\u696d\u7e3e\u6307\u5f15\uff0c\u9810\u8a08 Q2 \u71df\u6536\u589e\u901f\u7d04 49%\uff0c\u884c\u696d\u9ad8\u666f\u6c23\u6301\u7e8c\u9a57\u8b49\u3002\u8fd1\u671f\u80a1\u50f9\u51fa\u73fe\u56de\u8abf\uff0c\u7d66\u51fa\u4e86\u76f8\u5c0d\u8212\u9069\u7684\u4f48\u5c40\u7a97\u53e3\u3002<\/p>\n

\u98a8\u96aa\u63d0\u793a\uff1a<\/strong>\u696d\u7e3e\u5f48\u6027\u8207 AI \u8cc7\u672c\u958b\u652f\u9ad8\u5ea6\u7d81\u5b9a\uff0c\u82e5\u5f8c\u7e8c\u5de8\u982d\u8cc7\u672c\u958b\u652f\u653e\u7de9\uff0c\u696d\u7e3e\u589e\u901f\u53ef\u80fd\u5feb\u901f\u56de\u843d\u3002<\/p>\n

\u56db\u3001Brookfield Infrastructure Partners\uff08TSX:BIP.UN\uff09<\/a>\uff1a\u591a\u5143\u57fa\u5efa\u5168\u8986\u84cb\uff0c\u7a69\u5403\u7b97\u529b\u9577\u671f\u7d05\u5229<\/h2>\n

\u7b97\u529b\u64f4\u5f35\uff0c\u57fa\u5efa\u6253\u5e95\u3002<\/p>\n

AI \u7b97\u529b\u57fa\u5efa\u4e0d\u662f\u53ea\u5efa\u6a5f\u623f\uff0c\u914d\u5957\u7684\u5149\u7e96\u7db2\u7d61\u3001\u901a\u4fe1\u57fa\u7ad9\u3001\u96fb\u529b\u50b3\u8f38\u3001\u80fd\u6e90\u57fa\u790e\u8a2d\u65bd\u7f3a\u4e00\u4e0d\u53ef\u3002BIP.UN \u662f\u5168\u7403\u591a\u5143\u57fa\u5efa\u9f8d\u982d\uff0c\u8cc7\u7522\u8986\u84cb\u516c\u7528\u4e8b\u696d\u3001\u6578\u64da\u57fa\u5efa\u3001\u4e2d\u6e38\u80fd\u6e90\u7b49\u9818\u57df\uff0c\u76ee\u524d\u5df2\u6709\u8d85 200MW \u6578\u64da\u4e2d\u5fc3\u5bb9\u91cf\u6295\u904b\uff0c\u540c\u6642\u5b8c\u6210\u7f8e\u570b\u6279\u91cf\u5149\u7e96\u7db2\u7d61\u6536\u8cfc\uff0c\u6578\u64da\u5b58\u5132\u696d\u52d9\u6301\u7e8c\u64f4\u5f35\u3002<\/p>\n

\u516c\u53f8\u8cc7\u7522\u591a\u7d81\u5b9a\u9577\u671f\u5408\u540c\u8207\u76e3\u7ba1\u5b9a\u50f9\uff0c\u73fe\u91d1\u6d41\u7a69\u5b9a\u53ef\u9810\u6e2c\uff0c\u65e2\u80fd\u4eab\u53d7 AI \u7b97\u529b\u5efa\u8a2d\u7684\u589e\u9577\u7d05\u5229\uff0c\u53c8\u80fd\u901a\u904e\u591a\u5143\u8cc7\u7522\u7d44\u5408\u5c0d\u6c96\u55ae\u4e00\u8cfd\u9053\u6ce2\u52d5\uff0c\u662f\u504f\u7a69\u5065\u9577\u7dda\u8cc7\u91d1\u7684\u512a\u9078\u3002<\/p>\n

\u6838\u5fc3\u770b\u9ede\uff1a<\/strong>\u8cc7\u672c\u5faa\u74b0\u7b56\u7565\u6210\u719f\uff0c\u8cc7\u7522\u51fa\u552e + \u591a\u5143\u878d\u8cc7\u6e20\u9053\u901a\u66a2\uff0c\u65e2\u80fd\u6301\u7e8c\u64f4\u5f35\u7b97\u529b\u76f8\u95dc\u8cc7\u7522\uff0c\u53c8\u80fd\u4fdd\u6301\u7a69\u5065\u7684\u8cc7\u672c\u7d50\u69cb\u3002<\/p>\n

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