周四盘中，美国电力公司爱依斯电力（AES Corp）股价大跌5.01%，引发市场关注。
据Evercore分析师的最新报告，近期美国政府宣布的关税政策可能对部分公用事业公司产生重大影响，其中不受监管的可再生能源发电企业，如爱依斯电力等，可能受到的冲击最为明显。这主要是因为这类公司更依赖国际供应链和国际销售。
分析师指出，长期关税将导致某些投入成本上升，进而增加公用事业支出，给盈利增长带来压力。对于爱依斯电力这样的不受监管公用事业公司来说，无法像受监管公司那样将成本转嫁给客户，因此短期内更容易受到影响。此外，长期关税计划可能会削弱与大规模负荷增长相关的资本支出计划，这对爱依斯电力的未来发展也可能造成不利影响。
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