URI是一项稳健的投资，因为它通过数据中心建设需求间接提供AI敞口，并拥有通过收购实现增长的成熟模式。
逐段跳播
我们来谈谈“United Rentals”。该公司今年迄今为止表现良好，并认为从当前时点看还有更多机会。你喜欢United Rentals的哪些方面？
Let's talk about " United Rentals". The company has performed well so far this year, and sees more opportunities from this point. What do you like about United Rentals?
说实话，想到United Rentals这样的公司让人很安心。我的意思是，它不是一家科技公司。我们其实不需要太了解它具体做什么。它只是出租大型资本设备和建筑设备。它已经存在了很长时间，通过收购和合并规模较小的租赁公司来实现增长。它已经这样做了300多次。
Honestly, it's very comforting to think about a company like United Rentals. I mean, it's not a technology company. We don't really need to understand much about what you do. It simply rents out large capital equipment and construction equipment.
It has been around for a long time, and it grows by buying and merging smaller leasing companies. I have done that more than 300 times.
规模较小的公司被收购了。它现在也受益于数据中心。随着这些中心的建设，我们在最近的财报电话会议上听到CEO提到，这正在发挥更突出的作用。
Smaller companies have been bought. It is now also benefiting from data centers. With the construction of these centers, we heard the CEO mention even in the recent earnings call that this is playing a more prominent role.
所以，这是另一种从人工智能中受益的方式，而不必直接押注于它。
So, this is another way to benefit from artificial intelligence without betting on it directly.
这个频道对 $URI 的历次判断
Schwab Network 在这只股票上只有这一条判断。