---
格式版本: 2
标题: "AI trade: Look at services, platforms, power, not just picks & shovels"
原文链接: "https://www.cnbc.com/video/2026/07/17/ai-trade-look-at-services-platforms-power-not-just-picks-shovels.html"
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发布时间校准时间: "2026-07-19T21:43:27+08:00"
发现时间: "2026-07-19T17:46:01+08:00"
入库时间: "2026-07-19T13:44:35.372Z"
来源平台: "Tavily（AgentKey）"
搜索渠道: "tavily_web"
搜索词: "去中心交换"
匹配关键词:
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内容类型: "网页"
抓取工具: "AgentKey Scrape"
清洗工具: "AgentKey Markdown + LLM 正文裁剪"
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AI优质: "否"
AI打分: 25
AI分档: "非优质"
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AI打分理由: "内容为金融投资观点，讨论AI主题在亚洲股市的投资策略，未涉及超节点、AI Rack、机柜级AI基础设施、关键部件或技术架构。来源为CNBC财经媒体，非技术权威。无技术细节，正文极短，仅为视频摘要。"
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采集批次ID: "20260719-174546-694"
去重键: "https://www.cnbc.com/video/2026/07/17/ai-trade-look-at-services-platforms-power-not-just-picks-shovels.html"
---

![AI trade evolves: Look at services, platforms, power, not just 'picks and shovels'](./assets/img-5e2063dc.jpg)

watch now

## AI trade evolves: Look at services, platforms, power, not just ‘picks and shovels’

Sundeep Gantori, Equities CIO at Standard Chartered, explains how he’s approaching the AI theme across Asian equities: ‘picks & shovels’ for China, power for India, and platforms in the rest of the region.

04:44

Fri, Jul 17 20264:15 AM EDT

![AI trade evolves: Look at services, platforms, power, not just 'picks and shovels'](./assets/img-5e2063dc.jpg)