沈南鹏对话TPG、博枫、麦格理：从数据中心到能源变革，另类投资下一站何在？

每日经济新闻2025-11-04

每经记者｜李蕾每经编辑｜肖芮冬《每日经济新闻》记者获悉，11月3日至11月5日，香港金融管理局连续第四年举办国际金融领袖投资峰会。据悉，此次峰会以“驾驭变局砥砺前行”为主题，汇集了约300位国际金融领袖，其中包括来自汇丰、瑞银、摩根士丹利、高盛、黑石等知名机构的逾百位集团主席或行政总裁，共同探讨宏观经济、贸易与数字领域的重要趋势，以及不同金融市场、资产类别和...

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Wikramanayake）分享了他们的深刻洞察。沈南鹏以AI的迅猛发展正在加速推高全球能源需求为切入点，与嘉宾围绕数据中心建设的“能源问题”和AI投资是否存在泡沫展开讨论。弗拉特表示，当前的数据中心建设只是为未来数字经济铺设基础设施的一部分。他强调，数据中心建设与过去光纤网络建设时的情况不同，因为现在的数据中心都有长期稳定的租赁合同，所以不存在泡沫。薇克拉马纳雅克则表示，麦格理在数据中心领域的投资策略是早期介入，并推动项目从无到有，从小到大。尽管出售了部分数据中心，但麦格理仍在亚洲、美国和欧洲等地持有数据中心资产，并继续看好该领域的投资机会。科尔特表示，尽管市场对AI和数据中心的投资热情高涨，但真正的问题在于如何建设和管理这些数据中心。他指出，目前市场上缺乏足够的专业人才来支持大规模的数据中心建设。投资者需要关注这些问题，因为这将决定数据中心建设的成败。在传统基础设施投资的问题上，沈南鹏询问弗拉特对全球商业地产的最新动态与判断。弗拉特表示，虽然房地产市场是周期性的，但当前的市场与以往不同，主要是因为利率快速上升和人们工作方式的改变。他认为，大多数商业房地产市场的基本面仍然强劲，尤其是随着利率企稳和越来越多的人们回归办公室，商业房地产市场正在复苏。\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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