05/30/2025, 11:05 AM UTC
我最看好的高收益基础设施投资My Highest Conviction High-Yield Infrastructure Investment
1. 基础设施投资受益于人工智能增长和现代化需求等宏观利好;2. 作者推荐布鲁克菲尔德可再生能源公司(BEP)作为当前最看好的高收益基础设施标的;3. 其他值得关注的标的包括EPD和CWEN等,强调其收益潜力和增长前景。1. Infrastructure investments are favored due to macro tailwinds like AI growth and modernization needs; 2. The author highlights Brookfield Renewable Partners (BEP) as their top high-yield infrastructure pick; 3. Additional recommendations include other infrastructure-related stocks like EPD and CWEN, emphasizing yield and growth potential.---
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