金色财经
金色财经|Dec 08, 2025 19:52
[BlackRock: The Wave of Capital Flowing into AI Infrastructure is Far from Peaking] According to a report by Jinse Finance, Ben Powell, Chief Investment Strategist for Asia-Pacific at BlackRock, stated that the surge in capital expenditure in the field of artificial intelligence (AI) infrastructure is ongoing and far from reaching its peak. Powell believes that as tech giants compete to increase investments in a 'winner-takes-all' race, the 'pick-and-shovel' providers for this sector (such as chip manufacturers, energy producers, and copper wire manufacturers) are the most definitive investment winners.
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