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10月16日 - ** 投资者日益认识到电力公司是人工智能基础设施建设的关键推动者,因此富国银行上调了公用事业公司股票的目标价
** 券商表示,略微降低且更加稳定的费率环境使电力行业的基础更加稳固
** 认为数据中心是长期讨论其机遇和风险的关键焦点
** 补充道,"鉴于灾难性天气事件频发,恢复能力和风暴准备也将是一个主题"。
券商上调以下公司的预测评级:
公司 新评级 旧评级 评级
阿特莫斯能源公司< $156 $145 超重
ATO.N
NiSource Inc <NI. $38 $35 超重
N
Alliant Energy Co $66 $62 超重
rp .
美国电力公司<AEP. $104 $98 同等权重
O
中心点能源<CNP.N $32 $28 等权重
CMS Energy Corp < $77 $70 超重
CMS.N
Evergy Inc <EVRG. $69 $65 超配
O
公共服务企业集团 $100 $85 增持
<PEG.N
TXNM Energy <TXNM $49 $46 增持
.N
西北能源集团 <NWE $61 $58 增持
.O
Xcel Energy <XEL. $66 $63 同等权重
O
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