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从数据中心到金融领域：分析师挖掘可把握AI浪潮的新交所代表性股票

Singtel和DBS等知名企业均被列为八家潜在受益公司之一

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Young Zhan Heng

Young Zhan Heng

Published Thu, Sep 18, 2025 · 11:54 AM
    • 分析师指出，Singtel和CSE Global很可能从美国的数据中心热潮中受益，例如上图所示的“星际之门”（Project Stargate）项目。
    • 分析师指出，Singtel和CSE Global很可能从美国的数据中心热潮中受益，例如上图所示的“星际之门”（Project Stargate）项目。 图片来源：路透社

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    [新加坡] 分析师表示，尽管新加坡市场没有直接的人工智能（AI）参与者，但本地投资者若想从AI热潮中分一杯羹，也无需将目光投向海外。

    马来亚银行研究部（Maybank Research）分析师侯赛尼·赛菲（Hussaini Saifee）告诉《商业时报》（The Business Times）：“我们确实看到一些公司能够直接从营收方面，或通过效率提升间接地从AI浪潮中受益。”

    瑞士宝盛（Julius Baer）的新一代研究分析师曼努埃尔·维勒加斯（Manuel Villegas）在9月11日发布的一份报告中指出：“目前来看，人工智能基础设施的持续扩张是毫无疑问的。”

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