美国总统特朗普在白宫宣布了一项名为"Stargate"(星际之门)的人工智能(AI)基础设施投资计划,引发市场热议。这一计划预计未来四年将获得近4万亿美元投资,涉及芯片、软件、数据中心等多个领域,旨在巩固美国在AI领域的全球领先地位。
消息一出,科技股普遍上涨,但也带动了其他相关板块股票走高。数据显示,核能电力公司Vistra Energy(VST)盘前股价大涨5.1%,成为涨幅较大的个股之一。
据分析,随着AI技术的进一步发展,电力需求将大幅增加,尤其是清洁电力的需求将快速上升。作为美国主要的核能发电公司之一,Vistra Energy将直接受益于AI基建计划带来的电力需求增长,因此股价出现大涨。此外,特朗普政府高度重视核能发展,有利于核电行业的长期前景。
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