金吾财讯 | 摩根士丹利发布对北美公用事业和独立电力生产商（IPPs）在2025年的展望，该行预计数据中心将在2025年推动行业增长，对行业影响显著（预计占负荷增长的一半以上）。预计市场波动性将继续，主要由于围绕增长、政策和宏观背景的不确定性高于往常。该行指，商户电力（IPPs）方面，预计2025年将宣布大规模的数据中心、核电站和天然气电厂之间的交易。预计PJM市场围绕共位交易的监管不确定性将得到解决，预计明年将有更多明确性。可再生能源方面，预计美国需要更多的电力供应，因为需求巨大。预计到2027年，需要新增107GW的可再生能源和32GW的电池储能，这比基线展望多出66%的需求。该行建议关注那些数据中心增长可能超出预期且估值尚未完全反映的股票。该行将阿曼瑞恩(AEE)目标价从86美元上调至94美元；桑普拉能源(SRE)评级从与大市同步上调至增持，目标价从85美元上调至98美元；IDACORP Inc(IDA)目标价从110美元上调至121美元；
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