Jefferies調降Crown Castle評級至持有狀態

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Jefferies將Crown Castle評級下調至持有

投資網站Investing.com報導，Jefferies將Crown Castle International Corp（NYSE:CCI）的評級下調至「持有」，原因是該公司潛在的纖維業務出售的上行空間有限，並且面臨Sprint客戶流失和運營商資本支出減緩的挑戰。

該機構指出，Crown Castle可能會削減股息，並估計其纖維業務的價值在80億至100億美元之間，這意味著其EBITDA倍數將在6至8倍之間，低於市場預期。

儘管如此，數據中心的需求依然強勁，主要受到人工智能增長的驅動。2024年北美主要市場的淨吸收量達到5 GW，而2019年僅為360 MW。Jefferies強調，供應限制（如電力供應和建設瓶頸）是主要挑戰，但這些情況也支持更高的租金和強勁的開發收益。

在數據中心行業中，Jefferies仍然將Digital Realty（NYSE:DLR）視為首選。

至於塔運營商的前景，Jefferies認為其前景中性，因為國內5G相關資本支出減緩。不過，Jefferies更青睞American Tower（NYSE:AMT），因為其來自國際市場的有機增長潛力較高，並且受益於其CoreSite數據中心業務。

Jefferies對AMT維持「買入」評級，同時因Crown Castle面臨運營和戰略不確定性，將其評級下調至「持有」，尤其是在2025年即將到來之際。

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從這篇報導中，我們可以看到Crown Castle面臨的多重挑戰，包括潛在的股息削減和市場預期的下調。這不僅反映了公司內部的運營困難，也顯示出外部市場環境的變化。特別是對於數據中心的強勁需求，雖然市場依然有增長潛力，但資本支出減緩可能對整個行業產生影響。

此外，Jefferies的選擇將Digital Realty視為首選，顯示出市場對於不同公司在面對相似挑戰時的反應差異。這也提醒投資者，在選擇投資標的時，必須深入分析行業內的競爭態勢和各公司的具體情況，而不僅是依賴於整體市場趨勢。這些見解對於投資者未來的決策有著重要的啟示作用。

以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂

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{ "intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.", "subject": { "identity": "A beautiful real human woman portrayed as Cleopatra, seated majestically on her royal Egyptian throne, maintaining 100% likeness to the reference.", "pose": "Confident, elegant, and seductive seated posture with her back straight and shoulders relaxed. One hand rests authoritatively on the throne’s armrest while firmly holding a ceremonial cobra staff, and the other hand rests sensually on her thigh. Her legs are positioned to subtly reveal the high slit of her gown, radiating queenly dominance, power, and allure.", "hair": "Long, thick, voluminous hair flowing past her shoulders, colored deep dark brown with a rich natural sheen. The hair is worn loose and sleek with soft natural movement, cascading elegantly down her back and framing her face in a regal manner.", "makeup": "Bold royal Egyptian glam with highly colorful eye makeup. Her eyes feature layered pigments of turquoise, sapphire blue, emerald green, and molten gold, enhanced with dramatic black ink-style Egyptian eyeliner extending boldly beyond the outer corners in graphic, calligraphic strokes. Metallic accents and micro-shimmer highlight the inner corners. Skin remains warm, glowing, and luminous with sculpted bronze contours, peachy blush, and radiant highlights. Brows are full, strong, and queenly. Lips are soft nude-peach with a glossy, luminous finish to balance the intense eye look.", "attire": "An ultra-luxurious, sexy Cleopatra couture gown in pure luminous white. The gown is body-hugging through the bodice and hips, featuring a plunging deep neckline adorned with gold filigree, crystal embellishments, and sacred Egyptian symbols. A dramatic thigh-high slit reveals her leg elegantly. Additional elements include gold-thread embroidery, sculpted drapery, and gemstone accents along the waist and slit. A long, ultra-sheer, lightweight cape made of fine translucent silk chiffon flows from her shoulders, delicately dusted with gold shimmer and subtle hieroglyphic motifs, adding movement and divine softness to her powerful presence.", "crown": "An extraordinarily grand and opulent Cleopatra headpiece—the ultimate royal Egyptian crown. Crafted from radiant gold, it features a dominant central cobra (uraeus) with emerald and lapis lazuli gemstone eyes, flanked by winged sun disks, lotus engravings, and layered ceremonial plates. The crown rises elegantly with intricate detailing, inlaid gemstones, and divine symmetry, making it unmistakably royal, powerful, and legendary.", "accessories": "Lavish layers of royal accessories including an oversized beaded broad collar necklace in gold, turquoise, lapis lazuli, and carnelian; stacked gold arm cuffs engraved with hieroglyphs; gemstone-studded bangles; multiple ornate rings; a delicate gold waist chain draped over her hips; and detailed anklets with symbolic charms that enhance her divine queen status.", "footwear": "Traditional Egyptian royal flat sandals crafted from gold-plated leather with delicate beaded straps, turquoise and lapis inlays, open-toe design, and sacred cobra and lotus motifs." }, "throne": { "design": "A massive, ultra-bonggang ancient Egyptian royal throne made of carved gold, obsidian, and polished stone.", "details": "The throne is richly decorated with winged sun disks, twin cobras, lion-head armrests, lotus and papyrus carvings, and engraved hieroglyphs symbolizing power, eternity, and divine rule. The backrest rises high above her head like a ceremonial monument, inlaid with turquoise, lapis lazuli, and gold leaf patterns. Cushioned with deep ivory and gold-embroidered textiles, the throne radiates absolute authority and unmatched royal luxury." }, "props": { "primary": "A ceremonial golden staff topped with a sculpted cobra head, its eyes set with glowing emerald gemstones, symbolizing wisdom, protection, and supreme power.", "secondary": "Golden jars, papyrus scrolls, gemstone offerings, decorative incense holders emitting thin smoke trails, sacred ceremonial artifacts, and royal insignias placed symmetrically around the throne platform." }, "background": { "setting": "A grand Egyptian throne room at night, glowing with warm torchlight and golden illumination.", "details": "Towering sandstone walls fully carved with hieroglyphics and royal chronicles, monumental lotus and papyrus columns trimmed in gold, statues of Egyptian gods and goddesses standing guard, large braziers casting flickering firelight, patterned gold-and-turquoise stone flooring, and sheer linen curtains gently flowing in the warm desert breeze. Macro-to-micro details are visible throughout, with no blur effect—everything is crisp, sharp, and hyper-detailed." }, "camera": { "shot": "Half-body to three-quarter editorial portrait showcasing her throne, flowing white gown with cape, colorful inked eye makeup, crown, and cobra staff.", "angle": "Eye-level royal perspective emphasizing her dominance, beauty, and divine authority.", "lens": "85mm portrait lens with ultra-sharp clarity and deep texture definition.", "lighting": "Cinematic warm golden torchlight combined with subtle shadow sculpting, enhancing gold textures, gemstones, fabric folds, and facial features; no blur effects.", "quality": "Ultra-sharp, high-contrast, glossy editorial realism with 8K-level detail." } } Gallery
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Ultra-detailed pastel kawaii cosplay portrait of a woman [image uploaded] character, posed with hands gently pressed together under her chin in a soft, doll-like gesture; vivid long wavy hair in split-gradient lavender and pink with styled curled ends; straight bangs dyed pastel lavender; decorative accessories throughout the hair including pastel bows, lace ribbons, small charms, and a frilled white lace headpiece with pink accents; makeup: heavy kawaii style with saturated pink eyeshadow, pink blush extending across cheeks and nose, glossy pink lips, heart-shaped cheek stickers, and large contact-lens-enhanced eyes; outfit: pastel pink lace wrist cuffs with big bows and heart embellishments, soft pastel clothing with ribbons and frills; background: dreamy soft-focus bokeh in shimmering pink tones creating a magical fairytale atmosphere; lighting: bright soft diffused beauty lighting with zero harsh shadows, high exposure pastel glow, smooth porcelain skin texture, ultra-saturated colors, whimsical fantasy aesthetic, high-resolution portrait photography. Negative: no real-person likeness, no watermark, no text, no distortion, no extra limbs, no deformed face, no realism unless stylized, no background objects. Gallery
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