慣性聚合 高效追讀感興趣之博客、新聞、科技資訊
閱原文 以慣性聚合開啟

推薦訂閱源

博客园 - 司徒正美
V
V2EX
T
Tailwind CSS Blog
有赞技术团队
有赞技术团队
aimingoo的专栏
aimingoo的专栏
Apple Machine Learning Research
Apple Machine Learning Research
IT之家
IT之家
Blog — PlanetScale
Blog — PlanetScale
A
About on SuperTechFans
月光博客
月光博客
T
The Blog of Author Tim Ferriss
宝玉的分享
宝玉的分享
Martin Fowler
Martin Fowler
博客园 - 聂微东
The GitHub Blog
The GitHub Blog
V
Visual Studio Blog
WordPress大学
WordPress大学
酷 壳 – CoolShell
酷 壳 – CoolShell
Engineering at Meta
Engineering at Meta
GbyAI
GbyAI

All Articles on Seeking Alpha

All Eyes On Cencora, A Healthcare Supplier That Could See Lots More Upside Simply Good Foods Doesn't Look Like A Growth Stock Anymore Applied Digital: Post-Earnings Clarity Confirms An Accelerated Path To $1 Billion NOI Target IBIT: Why I Stepped To The Side (Technical Analysis) (Rating Downgrade) XES: Oil Service Stocks Turn Pricey; Why It's Time To Take Profits (Rating Downgrade) The Only Dividend Strategy I'd Trust In A 3.5% Fed Funds World Opera: AI-Driven Advertising Prospects - Upside Potential And Rich Dividend Yields RenaissanceRe: Preferred Stock Hasn't Been This Appealing In Years Q1 Earnings Kick Off With Major Banks' Results: Bank of America, Netflix In Focus Sezzle: Consolidation Completed, Re-Rating Ahead Bitmine Immersion Q2 Preview: Ethereum Thesis Facing Important Report Card I Am Sharing 2 Of My Retirement High-Yield Gems The Software Narrative Is Leaking Badly Again Thanks To Anthropic Mythos The Muni Market Looks Appealing In Q2 AVIV: Should Keep Rising If The Ceasefire Holds Foundayo Explained: Lilly's New Weight Loss Pill And The Amazon Effect Sabesp: A New Privatization As An Opportunity! EchoStar: Potential Bull Trap At Play - Take Gains Off The Table Teladoc Health: Improving Fundamentals Support A Turnaround Story March CPI Inflation: 5 Reasons To Stay Calm Two 12%+ Yielding BDC Bargains (One Is My Top Deep-Value Pick) TechnipFMC: We Prefer Saipem With More Room To Improve Tesla: From Bye-Bye To Buy-Buy (Rating Upgrade) DMB: Vulnerable To High Interest Rates Western Midstream: A 9% Yield That Still Grows In A Downturn IQQQ: Tax-Efficient Income From The Nasdaq But Does Not Protect Against Declines Qualys Share Price Pulled Down By Potential Cybersecurity Disruptor S&P 500: A Dead Money Era May Be Here. How To Thrive In It Vistance Networks Looks Better Than Before With Powerful Earnings Growth Commerce Bancshares: Valuation, Not Quality, Is The Problem CuriosityStream: AI Is Not Enough For An Investment Here Akamai Collapse: Did Anthropic Just Kill Its Prospects? I Think Not Potential $5,000 Monthly Income - 12 Investments To Buy And Hold For The Next 10 Years Citizens Financial Group: Q1 Results Should Validate Recent Strength Weekly Indicators: The Consumer Continues To Spend Like There's No Tomorrow Don't Overlook Arthur J. Gallagher & Co. When Investing Global Ship Lease: Embedded Upside From Charter Repricing And Trade Disruption Marvell: Rating Upgrade On Data Center Boom EMCOR Group: Solid Business That Is Fully Valued High-Yield REITs I Would Trust For Retirement Income Rubrik's Growth Engines Are Working, But 18% Dilution Risk Weighs On The Upside Coeur Mining: The Market Is Still Pricing The Old CDE Morgan Stanley Direct Lending Has Some Issues, But The Price Makes It Buyable Exploring Digital Equity With These 3 Stocks Twin Disc's Pop Means It's Time For A Downgrade Peloton: Great Improvements But With An Idea Lacking Evidence Tap The Brakes And Buy SPLV Clean Up Your Portfolio With Bath & Body Works Devon-Coterra Merger: Good And Bad Tyson Foods: Pivoting Beyond Cyclicality Into Structural Growth
二折价基建月付制
2026-05-24 · via All Articles on Seeking Alpha

要旨

  • 发电与配电之需,随人工智能基建之速建而日增
  • 于封闭式基金(CEF)之域,有基建基金,其下盘投资于可受益于此者
  • 今者,吾等将察二种以基建为要务之 CEF,其市价廉而月有分润,且近时皆增其酬于投资者。
  • 此议,吾曾与私藏投资之友侪,CEF/ETF Income Laboratory 中之众论之。详知之 »

文出尼克·阿克曼,合撰于斯坦福化学家。

闭端基金之域,有若干与基建相关之基金。其或侧重于广基之基建,或更专精于能源。基建之需日增,盖因人工智能之建设驱动所致。虽科技股已见可观之增益,然使人工智能基建得用,须待电力之生、之储、之移。

今当审视此二资。其现值折让,颇具引人之资。考诸此类资,其要者在于寻折让颇宽者。复兼之月付,于谋利之投资者尤宜,盖可借此以资用度。更善者,此二资近岁皆增其予投资者之酬,缘其绩优也。

#1 科恩与斯提尔斯基础设施基金(UTF)

  • 一年Z分数:-1.44
  • 折让/溢价:-8.78%
  • 分配收益率:7.80%
  • 费用比率:1.36%
  • 杠杆率:29.71%
  • 管理资产:45亿美元
  • 结构:永续

UTF之宗旨与总体策略者:

"全回报,重于证券投资之收益。"其定义基础设施公司为"通常提供社会日常运作所需之物理框架者,如公用事业、管道、收费公路、机场、铁路、海港、电信公司及其他基础设施公司。"

UTF,吾今日所好之基建股也,然去年基金行增资扩股时,其间颇多波折。彼时,吾出清此股,,复入以成其势,如吾每遇此类公司之事常然。此亦一例,事成于吾之利。吾得

16.15K Followers

分析师披露:吾辈持UTF股,利在久远,或以持股,或以期权,或以他衍。是文吾自撰,言吾之见。吾未受偿(唯Seeking Alpha之酬耳)。吾与本文所提诸公司无商业往来。

Seeking Alpha之披露: 往事非鉴来事之凭。无荐无议,以辨投资之宜否。上所陈见,或非求艾发(Seeking Alpha)全体之志。求艾发非持证证券商、经纪或美利坚投资顾问及投资银行。吾等分析师乃第三方撰者,或为专业投资者,或为散民,或未受任何院所或监管之认证。