The Zhitong Finance App learned that after falling sharply at the beginning of the year, AI infrastructure concept stocks are now rising sharply. This is because investments from big tech companies have re-boosted investors' confidence in the industry. The two stock combinations tracked by Goldman Sachs performed well: one group tracks AI data center and electrical equipment stocks, and the other tracks stocks of companies that supply electricity to data centers. The two groups of stocks are up 52% and 39%, respectively, from their April lows. The top performers include Vertiv Holdings (VRT.US) — which has risen 94% since April 4, and Constellation Energy (CEG.US) — which is up 75% over the same period.

The Zhitong Finance App learned that after falling sharply at the beginning of the year, AI infrastructure concept stocks are now rising sharply. This is because investments from big tech companies have re-boosted investors' confidence in the industry. The two stock combinations tracked by Goldman Sachs performed well: one group tracks AI data center and electrical equipment stocks, and the other tracks stocks of companies that supply electricity to data centers. The two groups of stocks are up 52% and 39%, respectively, from their April lows. The top performers include Vertiv Holdings (VRT.US) — which has risen 94% since April 4, and Constellation Energy (CEG.US) — which is up 75% over the same period.