说完EME的大跌， 好消息是 PWR 季报靓丽，我的AI基建股中今天唯一的亮点。

大概看了一下 transcript，revenue up 18%, EPS  up 22%. Raise full year outlook. Both power generation and data center construction contributed to revenue growth. 

Up to date performance: 

YTD: 43%

one year: 45%

three years: 219%

5 years： 620%

所有跟帖： 

• 薄少帅早，得谢谢前一晚狮山分享了你的6 AI infrastructure stock picks,第二天机会就来了, -晓炎- ♀ (1159 bytes) () 10/31/2025 postreply 05:46:44

• You are so fast and nimble! I really like to see your -marilyn- ♀ (42 bytes) () 10/31/2025 postreply 06:04:35

• Gm, glad you like my 2 cents;) -晓炎- ♀ (0 bytes) () 10/31/2025 postreply 06:06:59

• I do not know how to do FA, and just follow the smart person -marilyn- ♀ (189 bytes) () 10/31/2025 postreply 06:10:26

• lol we’re all learning, that’s one thing we must insist, -晓炎- ♀ (30 bytes) () 10/31/2025 postreply 06:25:09

• 晓炎早，做功课很认真嘛！EME 的价格确实不错。 -aloevera- ♀ (0 bytes) () 10/31/2025 postreply 07:21:29

• Morning, for long run, I'd love to hold more FIX :) -晓炎- ♀ (0 bytes) () 10/31/2025 postreply 09:36:28

• Agreed. I like FIX and APH better. Hope we both could get -aloevera- ♀ (199 bytes) () 10/31/2025 postreply 09:58:28

• I’ve already got a good amount of fix and eme, so won’t pay -晓炎- ♀ (139 bytes) () 10/31/2025 postreply 10:06:39

• 这个板块应该是进入了调整阶段，等一等，能够拿到好价位 -三心三意- ♂ (0 bytes) () 10/31/2025 postreply 06:47:19