Vistra领跑今年标普500涨幅榜 电力股何以逆袭?

第一财经
20 Dec 2024

在生成式人工智能(AI)掀起的技术浪潮中,电力公司意外成为资本市场的宠儿。  今年标普500成分股涨幅榜上,Vistra等传统电力公司表现抢眼,股价翻倍领跑。同时,原本专注于高科技领域的对冲基金也纷纷加大对电力行业的布局。  这些电力公司的逆袭,得益于其在AI供应链中提供最稀缺的资源,即数据中心运行所需的高强度电力。生成式AI的快速普及使电力需求激增,不仅拉升了相关公司的估值,也重新定义了电力行业...

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