Vistra Energy(交易代码:VST)作为核心电力股,因预期将承接人工智能数据中心电力需求暴增而备受资本市场关注。今日盘中,该股价格暴跌5.72%,引发市场广泛关注。
分析人士指出,导致Vistra Energy盘中大跌的主要原因或与其预期中的数据中心电力供应协议进展缓慢有关。尽管该公司是标普500指数去年的明星股之一,且拥有美国得克萨斯州Comanche Peak核电站等优质资产,但其在上周四财报电话会议上未能给出实质性交易进展信息,令投资者感到焦虑。
另一方面,人工智能实验室DeepSeek近期公布超能效AI芯片,引发市场对数据中心电力需求增长的质疑,也可能是Vistra Energy股价暴跌的一个潜在因素。目前投资者正紧盯该公司最终能否签订数据中心电力供应合同,以消除市场焦虑情绪。
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