研究报告 Research Report 3 May 2026 国际工业&能源 Global Industrial & Energy 美国数据中心建设的慢节奏是否会成为 AI 快车道的路障 Is the Slow Pace of Data Center Build-Out in the United States a Roadblock on the Fast Lane of AI [Table_yemei1] 观点聚焦 Investment Focus | [Table_Info] | | | | | | --- | --- | --- | --- | --- | | | | | 市盈率 P/E | | | 股票名称 | 评级 | 目标价 | PE(2025E) | PE(2026E) | | 伊顿 | Outperform 381.62 | | 41 | 34 | | 维谛技术 | Outperform 118.99 | | 93 | 82 | | 广达服务 | Outperform 483.18 | | 102 | 82 | | Williams | Outperform 67.69 | | 37 | ...