Benzinga 对 $XLU 的判断变化

频道资料 →本频道有 11 位标注的说话人:Broadcom CEO Hock Tan、Counterpoint Research、Jeff Kilberg (KKM Financial)、Jim Cramer / George Kurtz、Ken Langone、Lion、Rothschild (rejected)、Swing Baron、Third party cited in the quote、Tim Melvin / Lawrence Chang、Timothy Horan (Oppenheimer)共 1 条
2026-09-23看跌
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XLU 在利率上升环境中表现不佳,因其依赖低利率。

State Street 公用事业板块 Spider ETF,即 XLU,追踪的是负责 AI 基础设施所需发电的公用事业板块。

The State Street Utility Sector Spider ETF or XLU tracks the utility sector responsible for the power generation required by AI infrastructure.

那张 XLU 图表真是难看。我以为你应该是安全的。在加息环境中,我并不真的认为情况是这样,因为它们如此依赖于利率保持在低位。

That XLU chart is some ugly. I thought you were supposed to be safe. uh in not I don't really think that's the case in uh interest uh rate raising environments because they're so uh dependent on on rates being low.