2026年基础设施投资展望.pdf

Infrastructure

investmentoutlook

2026

JANUARY2026

Recentindustrydiscussionsandanalyseshavepaid

considerableattentiontothedevelopmentofAIdata

centersandthecurrentlimitationsfacingthepowergrid.

Whileimportant,our2026outlooktakesabroaderviewto

provideacomprehe

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