PLD 是强力买入标的，仓库与数据中心带来巨大上行空间，已加仓并计划继续买入。
逐段跳播
不过，我们确实也有相当高的票数支持两只全新的、可以说是全新加入的标的，Prologis和Healthcare Realty（HR）。所以我实际上决定把这两只也都加进来。所以我确实买了Vici，我确实买入了更多，但我也把Prologis和Healthcare Realty作为两只全新标的加了进来。
Now, we did also though have some pretty high votes for two brand new, what would be brand new additions in Prologess and Healthcare Realy HR. And so, I actually decided to add both of those as well. So, I did buy Vichy. I did purchase more of them, but I also added Prolois and Healthcare Realy as two brand new additions.
Prologis是全球最大的仓储和工业REIT，而且他们现在也在大举进军数据中心。这有什么不喜欢的呢？我看到这一切有着巨大的未来潜力。我认为仓储是对电子商务崛起和全球化整体趋势的绝佳押注。
这其中有太多值得看好的地方。我看不到那里有任何颠覆。AI无法颠覆它。它在全球经济中被大量需要。而且他们还在进军数据中心。所以，你想谈AI颠覆，谈大家对自己所有持仓的那种恐惧——AI会颠覆我投资的公司吗？
我认为AI不仅不会颠覆Prologis，他们还在投资，他们还将从中受益，因为他们也在把仓库改造成数据中心设施。所以，这是对这一切的重大押注。
Prologious is the largest warehouse and industrial REIT in the entire world and they're pushing heavily into data centers now too. I mean what's not to like about that? I see gigantic future potential for all of that. I think warehouses are a fantastic play on the rise of e-commerce globalization in general. I mean there's so much to like about that. It's very like there's I don't see any disruption there. AI can't disrupt that. It's needed heavily in the global economy. And then they're also pushing into data centers. So, you want to talk about AI disruption, how the fear everybody has with all of their holdings. Will AI disrupt the companies I'm investing in? Not only does AI, I think, not in uh disrupt prologous, they're also investing, they're going to benefit from it because they're also converting warehouses into data center facilities, too. So, big play on all of that.
Prologis，提到Prologis，我也在他们身上花了15。
Uh, Prologess uh is um oh mentioning Prologess I also spent 15 on them.
Prologis，当然，0%。这不是字面上的0%，这是不到1%的权重。
Um, Prolois, of course, you know, 0%. This is not literally 0%. This is less than 1% weight.
至于Prologis，是的，我们绝对会买入更多Prologis。
Now, Prologess, oh yeah, we're absolutely going to be buying more of Prologess.
这个频道对 $PLD 的历次判断
Ale's World of Stocks 在这只股票上只有这一条判断。