Prime Minister Carney said proceeds from airport transactions will be reinvested in new infrastructure, and Canadian pension funds could be potential buyers to assume airport ownership.

2026-09-15

Prime Minister Carney said proceeds from airport transactions will be reinvested in new infrastructure, and Canadian pension funds could be potential buyers to assume airport ownership.

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2026-09-15

Jefferies lowers McDonald's (MCD.N) PT to $325 from $350.

2026-09-15

伯恩斯坦美國通信基礎設施研究團隊測算,美國數據中心名義開發管線達到488GW,其中約170GW具有較高可信度。現有管線中,36%位於偏遠的Tier 4市場,另有34%位於西得克薩斯等Tier 3市場,合計70%的容量主要面向模型訓練或對延遲不敏感的推理任務。 如果前沿模型訓練放緩,新增算力需求將更多轉向推理,這意味着數據中心估值可能進一步分化,市場將更關注容量位置、網絡連接能力和對應的工作負載。EQIX、DLR及CSQR現有美國容量中,分別有95%、92%和94%位於Tier 1和Tier 2市場;偏遠地區尚未出租的新項目面臨更高消化風險。